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Kelly L. Baumbach, CFP®

Managing Director & Principal, Wealth Advisory

608.416.4396 | kelly.baumbach@belr.com

Ms. Baumbach, a Managing Director and Principal 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.