Broker Check

Our Team

What We Do 
A Partner On Your
Life Journey.

Navigating the complexities of financial planning can be overwhelming – and isn’t a challenge you have to take on alone. As your dedicated partner, we’ll provide thoughtful and personalized strategies that are tailored to your unique, long-term goals. With a focus on simplicity, planning and collaboration, we’ll help you capitalize on your most valuable asset – time. Together, we’ll chart a path that brings you closer to the future you envision.

A TEAM WITH COMPLEMENTARY STRENGTHS 
Everything You Need
in One Place

Sean Miranda, CFP®, CPWA®, QPFC

Director, Financial Advisor

502-326-1489

SMiranda@rwbaird.com

Sean Miranda is a Director and Financial Advisor at Baird and holds three top industry designations, Certified Financial Planner®, Certified Private Wealth Advisor® and Qualified Plan Financial Consultant.  With over 25 years of industry experience, Sean works with families and businesses to build a successful wealth management path.

He uses this knowledge to simplify complex issues to the planning process and analyze the unique challenges high-net-worth individuals face.

Sean is dedicated to developing deep, long lasting professional relationships with the families we serve. He uses planning to meet the various needs of clients at all stages of life and brings confidence, objectivity, and transparency to the engagement. Sean leads the team in providing advice to business owners and advising on Retirement and Qualified Plans.

Sean is involved in many local organizations including Angles in Disguise, Assumption High School and St. Margaret Mary Catholic Church. He is a past President of the Financial Planning Association of Kentuckiana, a member of the National Association of Plan Advisors, has written many articles for local and national publications on financial planning, and speaks to groups for financial literacy.

Sean and his wife Jackie have four (yes, FOUR!) amazing daughters. When they are not traveling between cheer competitions, field hockey games, dance classes, singing lessons and basketball games, they enjoy downtime at Nolin Lake. The entire family loves being in the outdoors and traveling.

Mac Thomas, CFP®, CPWA®

Vice President, Financial Advisor

502-326-1514

MAThomas@rwbaird.com

Mac Thomas is a Vice President and Financial Advisor at Baird, a company he has proudly called home for over eighteen years. Prior to co-founding the Miranda Thomas Group in 2019, Mac worked in our corporate office with leadership responsibilities over our branch offices. He also previously held roles in our investment products departments.

Mac is a Certified Financial Planner® and Certified Private Wealth Advisor®. He uses this knowledge to help clients create a well-thought-out financial plan and road map for their future. Mac also leads the team’s investment management, manager due diligence, and asset allocation processes.

As a lifelong Louisville resident, Mac enjoys maintaining ties to the community through a wide variety of organizations, networking groups, and family and friends. He graduated from Miami University with a BS in Finance in 2006. Outside the office, Mac enjoys running, reading, traveling, and exploring the outdoors with his family including his wife Justine and their two young children Henry and Josie.

Caitlyn CdeBaca, QPFC

Financial Associate

502-326-1493

ccdebaca@rwbaird.com

Caitlyn has joined the Miranda Thomas Group, bringing extensive experience and expertise in the corporate retirement plan industry. As a Retirement Plan Specialist, she is dedicated to helping employers design, manage, and optimize their retirement plans while delivering exceptional service to plan sponsors and participants alike.

Caitlyn has over 10 years of experience in the retirement plan industry. Prior to becoming a Financial Associate, she spent seven years as a Third-Party Administrator specializing in qualified plan compliance, testing, and plan design. She holds the Qualified Plan Financial Consultant (QPFC) designation, FINRA Series 6 and Series 63 registrations, and licenses in Health, Life, and Annuity Insurance.
 
Throughout her career, Caitlyn has partnered with business owners, plan sponsors, and participants to simplify complex retirement planning concepts and improve financial outcomes within both qualified and non-qualified retirement plans. Known for her collaborative approach and commitment to client service, she works closely with organizations to strengthen fiduciary oversight, enhance employee engagement, and support retirement readiness. Her goal is to make retirement planning accessible and understandable for employers and employees alike, helping clients navigate important financial decisions with confidence.
 

Outside of the office, Caitlyn enjoys cooking, reading, and spending time with her husband, Chris, and their son, Carter.

 
 
 

Amy Sturm

Assistant Vice President, Senior Client Specialist

502-326-1495

ASturm@rwbaird.com

With over 19 years of operational experience, Amy Sturm serves as a Senior Client Specialist and Assistant Vice President at Baird. She plays a vital role in supporting the clients of The Miranda Thomas Group, handling everything from onboarding new relationships to managing estate settlements. Amy holds the FINRA Series 7 and Series 66 licenses.

Amy is the cornerstone of the team—if anyone, including Mac or Sean, has a question, Amy has the answer. Her reliability and depth of knowledge make her an indispensable resource for both clients and colleagues. She provides high-touch support to clients and their families across a wide range of wealth management needs. In her day-to-day role, Amy coordinates account operations, facilitates asset transfers, and assists with complex estate and trust administration, including working closely with executors, trustees, and beneficiaries. She takes pride in guiding clients through detailed processes with clarity and care, ensuring all documentation is accurate, compliant, and easy to understand. Known for her responsiveness and attention to detail, Amy partners closely with the team to deliver a seamless client experience while helping build and maintain long-term relationships.

Outside of work, Amy is an avid animal lover and volunteers with GRRAND (Golden Retriever Rescue and Adoption of Needy Dogs). She enjoys reading, walking, and spending time with her family and her beloved cats, Mags and Elizabeth. Above all, she finds joy in autumn and a good cup of coffee.

Katelyn Shiver

Client Specialist

502-420-1428

KShiver@rwbaird.com

Katelyn joined the Miranda Thomas Group as a summer intern in 2022 and returned to the team in 2025 as a Client Specialist. A Louisville native and graduate of Assumption High School, she attended Tennessee Technological University, where she competed as a Division I collegiate soccer player and was part of two regular-season championship teams while earning both a Bachelor's degree in Finance and a Master of Business Administration. Katelyn also holds the FINRA Series 7 and Series 66 licenses.
 
In her role, Katelyn works closely with Sean Miranda and Mac Thomas to support the delivery of comprehensive financial planning services. She assists with implementing financial plans, maintaining client data, and ensuring accuracy across planning tools and documentation. Katelyn also plays a key role in coordinating client service activities, managing follow-up items, and supporting internal operations, helping the team provide an exceptional client experience.
 
Outside of the office, Katelyn enjoys spending time with her husband, Tanner, and their dog, Boaz, spending weekends at Nolin Lake, and exploring local coffee shops throughout Louisville.
 
 
 
 
 
 
 

Contact Us 
Let’s Get
Started Today

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

Thank you!
Oops!