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
Baird
1001 Bay St.
Traverse City, MI 49684
Map/Directions
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Carly Ellis, CFP®
Carly Ellis, CFP®
Senior Client Specialist

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Carly supports the Kiessel Rivard Group with 15 years of industry experience and has worked at Baird for 13 years.

 

Client satisfaction is her top priority, consistent with Baird's mission to provide the best advice and service to it's clients.

She received a Bachelor’s degree from Western Michigan University, currently holds her Series 7, 6, 63, and insurance licenses and obtained her CERTIFIED FINANCIAL PLANNER certification in 2011.

Carly and her husband, Dan live in Traverse city with their two children. In addition to spending time with her family, she enjoys boating and being on the water, photography, and skiing.





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

Tracy supports the Kiessel Rivard Group with 19 years of industry experience. Over her tenure with Baird she has won several service awards including the most prestigious award given by Baird; the G. Frederick Kasten Jr. Award.

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 7,9,10, 63, 66, insurance & real estate licensed.

Tracy has four grown children and resides in Acme with her husband Bruce. Her hobbies include gardening, nature photography, travel & genealogy. She also enjoys community service and currently serves as Treasurer for The Botanic Garden Society at Historic Barns Park and has been an active member since year 2000. Tracy is also a proud lifetime member of the NW MI Descendants of the Mayflower.

 

 

 


 

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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