Highly Credentialed, Deeply Caring
Our team has over 70 years of combined experience and boasts the highest recognized designations in the industry. Dan holds the CFP® & CPWA® designations, Julia holds the CPA/PFS & MBA designations and Chase also holds the CFP® and CDFA® designations. On top of our technical prowess, we are also trained in Family Wealth Dynamics and Investor Psychology to round out the human side of our practice. We are confident that we will be able to meet your needs with both numbers and empathy.
Daniel Palm, CFP®, CPWA®
Senior Vice President
Dan has spent his entire career at Baird dating back to 2003. His role on the team is as the Senior Planner overseeing & coordinating all aspects of our client's financial well-being.
Julia Stelloh, CPA/PFS, MBA, CPWA
Vice President
Julia has a unique background focused on holistic tax and financial advising, influenced by time in both the public and private sectors, including owning her own tax advising firm.
Chase Moore, CFP®, CDFA®
Financial Advisor
Before he joined the Palm Group, Chase pursued a career in documentary filmmaking and worked with National Geographic Television, Sony, and even won a Student Emmy award for his senior thesis project.
Melissa Elliott
Senior Client Specialist
Melissa joined Baird in 2001 and has been using her good-natured bedside manner to help both clients and her co-workers firm-wide for over 20 years. The majority of her career has been spent client-facing, helping clients navigate the...
Courtney Wilhelm
Client Assistant
Prior to joining The Palm Group, Courtney provided operational services to investors in the institutional sector. Wanting to serve clients on a more personal level, she joined Baird in 2023.