Brian D. Baker

My mission as a Financial Advisor is to serve my clients by helping them achieve clarity in their financial security planning endeavors. This clarity comes through a strategic and structured financial planning process. We help clients align their intentions with their actions, through proactive and tax-intelligent planning. Ensuring they reduce economic vulnerability, and build enough wealth to live comfortably now, and in the future.

I’m wildly passionate about people’s personal and financial successes; measured by their goals, and their actions towards achieving those goals. Ensuring my client’s receive world class service, and advice, is my team’s top priority.