Bio

Kelly is an executive managing director with Baker Tilly Wealth Management, LLC. She has more than 25 years of experience serving clients nationwide, helping them define and reach their financial goals. Kelly’s role as executive managing director allows her to work in a strategic capacity for the firm and serve the unique financial planning and investment advisory needs of our clients by developing forward-thinking, custom solutions tailored to their requirements. Being a CFP® practitioner and a Certified Exit Planner (CEPA) are cornerstones to her practice as holistic financial planning and helping clients through transitions have been a focus of her work. Bachelor of Science in finance University of Wisconsin-La Crosse;