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Kelly L. Baumbach, CFP®

Managing Director, Wealth Advisory

608.416.4396 | kelly.baumbach@belr.com

Ms. Baumbach, a Managing Director of Bronfman Rothschild, has been with the firm since 2000. Kelly focuses on the unique needs of the high net worth investor and business owner. She establishes a strong relationship with clients to focus on their financial goals and desires developing a portfolio that meets their specific objectives, restructuring the portfolios as her clients’ needs evolve.

Previous 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

Education

  • 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.