Julia Stelloh, CPA/PFS, MBA joined The Palm Group, a part of Robert W. Baird & Co. Incorporated, on July 19, 2021. “This is a couple of years in the making and relatively unique,” said Dan Palm, Senior Investment Consultant with The Palm Group. “The vast majority of our time is financial planning. As we dive deeper into that more and more, taxes become the issue. The more we talk about, there is a tax consequence.”
Stelloh brings broad professional experience in tax advising and planning to individuals, families and business owners. She has a unique background focused on holistic tax influenced by time in both the public and private sectors, including owning a tax advising firm. Her expertise in the area of tax mitigation strategies is a valuable addition to the team.
“The idea of bringing Julia on board was to take the planning work that we’re doing already and add a tax lens over the top of it,” said Palm. “Julia’s role is going to be to collaborate with our client’s existing CPA’s and with us to allow her to think more strategically and long term about tax planning and we believe that’s a great benefit for our clients and the next logical step that the industry needs to go in.”
Stelloh’s role will be to collaborate with The Palm Group’s client’s existing CPAs and provide a proactive tax lens to the comprehensive financial planning that they are already providing. For far too long The Palm Group has felt there have been barriers between financial advice and tax advice. The addition of Stelloh will go a long way toward bridging that gap.
“It’s incredibly beneficial to the clients,” said Julia Stelloh, CPA/PFS, MBA, Vice President. “Most clients don’t like to pay taxes. I will help them make decisions on how they save for retirement and how they spend their money. It makes a big impact on how much they have.”
“Given the potential tax changes on the horizon, we couldn’t have envisioned a better time to bring her on board,” said Palm. “Of the conversations we’ve had with clients, the feedback has been fantastic. It has been
broadly celebrated. Even our clients with very good tax professionals have noticed it is harder to get access to them. Julia is not going to get in the way of those relationships. If anything, she is going to help e
xpand them and control some of the conversations,” Palm added.
“At the end of the day, it’s about the client and to provide them with stronger service and more comprehensive planning,” said Stelloh. “It’s a collaborative approach. I would expect that we will have strong relationships with our client’s CPAs.”
Stelloh earned a MBA from the University of Denver Daniels College of Business and is a graduate of the University of Nebraska. She and her husband Glenn live in Denver along with their two children, Samantha and Henry, and 75-pound rescue dog Penny. Outside of the office, Stelloh enjoys time with her family, being involved in the community, and an active Colorado lifestyle.
You can reach Julia Stelloh directly at 303-270-6320 or email at email@example.com. Baird is located at 210 University Boulevard, Suite 900 in Denver. For more information, visit bairdwealth.com.