Michelle Grippi Baker
Wealth Management Advisor|CFP®, ChFC®, CASL®, RICP®, ChSNC®
Physical and financial fitness go hand in hand!
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Stephanie Adams
Business Development and Marketing Assistant
If you see Northwestern Mutual on your caller ID, there is a good chance that when you answer, you will be greeted with a smile you can literally hear through the phone. We guarantee your day is about to become brighter! Stephanie brings her contagious positivity to our team as she helps our clients get scheduled for their meetings. As a mother of 3, and background in medical office administration, she understands your busy schedule and will help schedule your financial planning appointment with ease. Her love of community and desire to serve makes her the perfect fit for business development in our firm.
Lexi Bullard
Financial Representative Assistant
Lexi joined our team in the Summer of 2024 as our Director of Insurance Services. She grew up right here in Jacksonville and is a graduate of the University of North Florida. She holds her 2-15 license for Life, Health, and Variable Annuities. Her attention to detail and kind & helpful nature is much appreciated by our team and clients alike.
Partnered Advisors
Meet our network of specialists! We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Jeffrey Salazar
CLU®, ChFC®, CASL®, REBC®
Wealth Management Advisor
Our approach to Financial Planning is unique. Our team helps clients get laser clear on their goals and how they want to use and protect the wealth they create. We all work together to build a plan to help them achieve their vision. We enjoy serving clients who care about their financial wellness and specialize in planning for Physicians, Corporate Executives, and Business Owners.
Thom Wilkinson
ChFC®, RICP®, AEP®, CLU®, CASL®
Wealth Management Advisor
Financial planning requires a commitment of time, yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than just determine a planning solution; I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.
Kacy Seitz
ChFC®, CLTC®, ChSNC®
Wealth Management Advisor
As a financial advisor who focuses on special needs planning, I provide clear, thorough and well-designed financial plans for special needs families because I am also a special needs parent who understands the importance of long term planning. I form close relationships with each family I serve and help them to regularly update their plan throughout their lifetime.