Kelly L. Baumbach, CFP®

Kelly L. Baumbach, CFP®
Managing Director & Principal

Specific experience

  • Principal/Managing Director/Senior Wealth Advisor at Baker Tilly Investment Advisors, LP
  • Personal Banker/Investment Advisor at Bank One

Industry involvement

  • CFP® professional
  • Member, Financial Planning Association
  • Member, TEMPO Madison


University of Wisconsin-La Crosse

BS, Business Administration




Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.