Broker Check

Team

Bill Boehmler

Director, Associate Branch Manager

(731) 287-9700

BBoehmler@rwbaird.com

Our team is led by our Senior Vice President and partner Bill Boehmler, who started his career in financial services back in 1982. In 1995, Bill opened the Baird office here in Dyersburg. During his time here, Bill has earned the Chartered Wealth Advisor® designation, which is awarded only to Baird Financial Advisors who have completed an extensive six month program concerning the varied aspects of wealth management. He also holds Registered Options Principal, General Securities Principal, Financial Operations Principal and Municipal Securities Principal licenses. Bill furthered his industry education by attending the Securities Industry Institute®. Participants in this three-consecutive year program meet for one week each March on the campus of The Wharton School of the University of Pennsylvania. In 2012, Bill was elected to, and presently serves on, the Board of Trustees of the Securities Industry Institute®. He holds the Series 7, Series 65, Series 27, Series 24, Series 53, and Series 4. Bill specializes in retirement planning, asset allocation, cash flow analysis, investment recommendations, and professional account management for individuals and business owners.

Bill attributes much of his staying power to his upbringing: He was taught that success requires outworking the competition. In 34 years of business, Bill considers the continued opportunity from his clients to "outwork the competition" for them his greatest professional accomplishment

Cole Shelton, CFP®

Vice President, Financial Advisor

(800) 588-1740

CShelton@rwbaird.com

My challenging upbringing helped shape who I am as a person and the outlook I have on life. Born and raised in Dyersburg, Tennessee, about an hour and a half north of Memphis, I experienced losing a parent at the ripe age of 13 years old. While this first-hand trauma is not something any teenager should face, it forged a lasting impression on me to plan ahead for any unforeseen life situations.

This adversity also helped me follow my passions of being a financial advisor, thus helping other families financially prepare for the unforeseen.

I received my BS Degree from the University of Memphis and got my start in the financial industry with Merrill Lynch. I later joined Baird in 2012, and have continued to exceed industry expectations for growth by focusing on client success throughout my career.

I am a partner with Boehmler Financial Advisors of Baird where I serve in a number of roles including advisory portfolio management. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. My areas of expertise include portfolio management, estate planning, retirement planning, and tax planning.

Outside of work, I love my family and community. My wife Ellen and I have one daughter, Willa, who we adopted from China in 2017, and two labs Cotton and Beau. We attend First Baptist Church of Dyersburg and serve in various roles with a number of civic clubs and the local schools.

Kristy Miles

Client Assistant

(800) 588-1740

KMiles@rwbaird.com

Kristy joined Baird in 2012. She is a graduate from the University of Tennessee at Martin where she holds a Bachelor of Science Degree in Business Administration. Kristy has been working in the financial services industry for 11 years and has an extensive banking background. Her highest priority is customer service. She strives to provide an optimal client experience and to make operational procedures as effortless as possible for our clients.

Kristy spends her free time with her family while remaining active in her church and in the community.

Caroline Tipton

Client Assistant

(373) .28-.970

CTipton@rwbaird.com

Caroline became the newest addition to the team when she joined Baird in August of 2015. She is a graduate of Mississippi State University where she earned her Bachelor of Science in Business Administration with a concentration in Finance. Caroline brings a wealth of energy and knowledge to the team with 3 years experience working in the banking industry. During this time she served as a client service associate, a customer representative, and a lending assistant to the agriculture department. She strives to serve our clients to the best of her ability.

Caroline enjoys participating in the St. Jude half marathon, along with many other 5k's and 10k's throughout the year.