Broker Check

Around The Block - Team Projects


                                                                                                                                                               


Introducing Caitlyn CdeBaca
Sean Miranda and Caitlyn CdeBaca
September 2, 2026

In this episode of Around The Block, Caitlyn CdeBaca is introduced as the team's new Retirement Plan Specialist and shares her background working in retirement plans and helping employers design and manage their retirement programs. She explains the importance of retirement education, financial literacy, and helping employees understand and maximize their workplace retirement benefits.

The discussion highlights how retirement plans have become increasingly complex, with changing regulations such as SECURE 2.0 creating a growing need for dedicated expertise. Caitlyn also shares her passion for helping both employers and employees achieve their financial goals and prepare confidently for retirement. The episode concludes with her excitement about joining the team and supporting clients, businesses, and employees in building stronger retirement outcomes. Welcome to the team Caitlyn!


                                                                                                                                                                    


    Welcome Our Summer Intern, Amya Jones
    Sean Miranda and Amya Jones
    June 3, 2026

    In this Around The Block, Sean Miranda talks with summer intern Amya Jones to discuss her journey into finance, including her time at the University of Kentucky and what sparked her interest in the industry.

    Amya shares her perspective on joining Baird, what stood out to her during the interview process, and how the firm’s culture, collaboration, and commitment to clients have shaped her early experience.

    The conversation highlights the value of mentorship, building strong relationships, and gaining hands-on exposure, while also giving listeners insight into what it’s like to start a career in wealth management at Baird. Welcome Amya!

                                                                                                                                                                      


      Welcome Katelyn Farmer! 
      Sean Miranda and Katelyn Farmer
      February 5, 2025

      We are so excited to have Katelyn back at The Miranda Thomas Group! Katelyn started her career at Baird as our summer intern in 2022. After finishing her undergraduate and master's at Tennessee Tech, she is back in Louisville working towards becoming a financial advisor. She is busy studying for her licensing exams, learning about our business and clients, and getting ready for her summer wedding!  

                                                                                                                                                                       


        Introducing the NEW MTG Website!
        Sean Miranda and Mac Thomas
        October 9, 2024

        Here at the Miranda Thomas Group, we truly believe that TIME is the most important asset.  Helping clients save, plan, and cherish their time as they save for future goals.  With that said, we have spent a LOT of our own time redesigning our website in order to incorporate our beliefs, our service, and our resources to share with everyone. 

         

        We welcome you to check it out!


                                                                                                                                                                         



          Client Survey Results 
          Sean Miranda and Mac Thomas 
          September 25, 2024

          In order to better serve you, we need to hear from you - which is why you received a survey from our team in July to help us understand what is most important to you and your family.

            

          We greatly appreciate the input and feedback you have provided.

          The input we received will allow us to focus on the key areas that matter most to our clients. 

            

          Thank you for your continued trust. We always love hearing from you, so please continue sharing feedback with us!


                                                                                                                                                                         



          National Intern Day 2024
          Sean Miranda and Maggie WIll
          July 25, 2024

          Today is National Intern Day! Maggie Will joined our team this spring and has been doing a fantastic job! She is a senior at Centre College and plans on attending law school upon graduation. She is one smart cookie and continues to impress us with her bright personality. We appreciate you, Maggie!


                                                                                                                                                                         



          Client Survey 2024
          Sean Miranda and Mac Thomas
          June 6, 2024

          Our team is committed to delivering an exceptional client experience, and we never want to assume what is important to our clients. During the week of June 17th, we will be emailing our clients a short anonymous survey to gather feedback! We genuinely want to know what is important to you and your family, and how we can focus our teams growth around your needs, wants, and wishes.


                                                                                                                                                                         



          Improving the Client Experience
          Sean Miranda and Ellen Galezewski
          December 27, 2023

          Client expectations and needs are always evolving. Through advanced planning, investment consulting, and relationship management, Baird has an array of solutions to help achieve your specific and unique wealth management goals. Join Sean and Ellen Galezewski, Director of Wealth Strategy & Solutions and Harvard Business Alumni, as they discuss providing a one-of-a-kind wealth management experience at Baird. 

          Contact Us 
          Let’s Get
          Started Today

          There is no time better to chart your course than right now.

          Thank you!
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