Baird's Financial Advisors Group - The Kiessel Rivard Group, Traverse City, MI :Welcome to Baird
The Kiessel Rivard Group - Traverse City, MI

The Kiessel Rivard Group

Traverse City Office
Phone: (231) 933-6009
Toll Free: (866) 792-9679
Fax: (231) 933-6055
Email Us
Robert W. Baird & Co.
1001 Bay St.
Traverse City, MI 49684
Map/Directions
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Carly Ellis, CFP®
Carly Ellis, CFP®
Registered Client Relationship Specialist


Carly supports the Kiessel Rivard Group with 11 years of industry experience. 

Carly received a bachelor’s degree from Western Michigan University and currently holds her Series 7, 6, 63, and insurance licenses.  

Carly lives in Traverse city with her husband and two children.

 

 





Tracy Raz, CFP®
Tracy Raz, CFP®
Assistant Vice President

 

 

Tracy supports the Kiessel Rivard Group with 15 years of industry experience.

Tracy received a bachelor’s degree in business with a major in accounting from Grand Valley State University and spent eight years in the private business sector before joining Baird.  

She is Series 7, Series 63, insurance & real estate licensed. Tracy resides in Acme with her husband Bruce. She enjoys nature photography, gardening, travel & genealogy. 

 

 

 


 

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 requirement.

 




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