Baker Tilly Wealth Management, LLC

Who works here

• BO
  Barbara R Olson
• BS
  Brittany Marie Sigh
• CG
  Charles Henry Goodmiller
• CC
  Cortney Ann Cost
• DD
  David Michael Dubrava
• EH
  Evan Daniel Heath
• GB
  George Lee Bawcum
• JM
  Jeffrey Arthur Messer
• JS
  Jeremy Allen Smith
• JR
  Jeremy M Robert
• KB
  Kelly Lynn Baumbach
• KK
  Kelsey Ann Kennedy
• MR
  Mark Thomas Rochford
• MP
  Matthew Payne
• MP
  Melissa Santas Peterson
• MG
  Michael Blaise Geraty
• PM
  Phillip Ray McCollum
• RS
  Raj Singh
• RK
  Richard Joseph Kirby
• SM
  Sarah Marie Murphy
• SB
  Scott Craig Burack
• SS
  Steven Michael Scharff
• TH
  Timothy Edward Hole
• TS
  Timothy Robert Sutton
• ZJ
  Zachary Ronald Jaro

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Baker Tilly Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

167811