World exploration made possible by a good wealth management strategy

Private Wealth

At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.

Private Wealth

  1. Alec Abbott

    Alec Abbott

    Executive Managing Director

  2. Stephen  Aponte

    Stephen Aponte

    CPA

    Partner

  3. Kelly Baumbach

    Kelly Baumbach

    CFP®, CEPA

    Executive Managing Director

  4. Mariel Braun

    Mariel Braun

    CFP®

    Senior Advisor, Wealth

  5. Scott Burack

    Scott Burack

    CPA, J.D., CFP®

    Director

  6. Duncan Campbell

    Duncan Campbell

    CPA

    Partner

  7. Baker Tilly Professional

    Chris Cox

    Senior Advisor, Wealth

  8. Kyle Crawford

    Kyle Crawford

    CPA

    Partner

  9. Mike Delissant

    Michael Dellisant

    CFP®

    Senior Advisor, Wealth

  10. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Partner

  11. Ed Drake

    Ed Drake

    MSFP, CFP®, AEP

    Executive Managing Director

  12. Heather Dwyer

    Heather Dwyer

    CPA

    Director

  13. Adam Goehring

    Adam Goehring

    CPA, MBT, CEPA

    Partner

  14. William Grady

    William Grady

    J.D., CLU®, CFP®

    Director

  15. Andres Guzman

    Andres Guzman

    CFP®, MBA

    Managing Director

  16. Ian Halligan

    Ian Halligan

    Principal

  17. Evan Heath

    Evan Heath

    CFP®

    Senior Advisor, Wealth

  18. Tim Hole

    Timothy Hole

    CFP®, CIMA®

    Managing Director

  19. Gary Jang

    Gary Jang

    CPA

    Director

  20. Michael Janis

    Michael Janis

    Senior Advisor, Wealth

  21. Zach Jaro

    Zachary R. Jaro

    CFP®

    Senior Advisor, Wealth

  22. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Partner

  23. Michael Lum

    Michael Lum

    Director, J.D.

  24. Frank McKiernan

    Frank J. McKiernan

    Executive Managing Director

  25. Jared Neven

    Jared Neven

    CFP®

    Senior Advisor, Wealth

  26. Douglas Richardson

    Douglas Richardson

    CPA, CFP, MST

    Partner

  27. Jeremy Robert

    Jeremy Robert

    CFA®

    Managing Director

  28. Jeffrey P. Rowe

    Jeffrey P. Rowe

    CPA

    Partner

  29. Melissa Santas Peterson

    Melissa Santas Peterson

    CFA®

    Executive Managing Director

  30. Jerry Sneed

    Jerry R. Sneed

    CFA®, CAIA, MBA

    Executive Managing Director

  31. Susan Teicher

    Susan Teicher

    CPA, CFP

    Partner

  32. Larry Wood

    Lawrence B. Wood

    CPA, CFP

    Partner

Baker Tilly’s private wealth professionals are committed to enhancing and protecting your legacy now, for tomorrow.

We understand that client legacies are complex and need to change or scale over time. At every stage of life and business, our team offers tailored, sophisticated solutions. From planning, advisory and tax to wealth management services, we can help you overcome any challenge, year after year.

What you can expect from us

Innovative solutions fueled by curiosity and collaboration

Working across Baker Tilly’s varied service offerings to develop forward-thinking solutions for our high-net-worth clients is second nature for us. Our professionals constantly ask “what if …” and challenge themselves to suggest new solutions using our advanced capabilities and specialized services. Doing so allows us to address problems from new positions to help you protect your legacy.

A customized vision for the short- and long-term

Your legacy is a complex, ambitious quest to make an impact on those closest to you and on the world. We know your goals will shift and scale over time. We will adapt our approach to help you navigate potential pitfalls; you don’t stand still and neither do we. Let’s start now and help you realize your vision for now and in the future.

Relationships built on transparency and humanity

We commit to doing what’s right for you, not because we should, but rather we want to. We don’t avoid tough conversations, but instead embrace opportunities to grow and explore with you as you expand your legacy.

“For Baker Tilly private wealth, being there now, for tomorrow, means adapting to our private client’s needs. We bring new approaches and new solutions to pave the way for growth and progress.”
– Duncan Campbell, Partner
Duncan Campbell