The Team Behind The Lipe Group

In addition to our own team, we rely on many of Baird’s planning specialists with specific expertise in estate planning, tax planning, insurance and much more. Together we’re able to provide a comprehensive wealth management experience, where the advice you’re getting is tailored specifically to your unique circumstances and needs.

The Team Behind The Lipe Group

Jessica Bell, JD, CPWA®

Senior Estate Planner

Kelsey Clair, CPA

Senior Tax Strategist

Tom Kerner, CFP®

Senior Wealth Planner

Erica Kroll, CLU®

Insured Solutions Senior Consultant