Phone: (704) 587-9596

Mobile: (704) 526-7739

Fax: (866) 341-3774

Email: dawn@bakerinvesting.com

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Although Dawn grew-up in Indiana, she now considers herself a full-fledged North Carolinian. A business graduate of UNC-Chapel Hill, Dawn entered financial planning after realizing that most of her peers had little financial knowledge. She has been a personal financial advisor since 1998 and Branch Manager of Baker Financial Group since 2000.

Her desire to understand and solve problems combined with her can-do Midwestern attitude makes her a formidable advocate for clients. She knows where the pitfalls are and helps clients avoid the hazards so they can achieve their financial goals. She extends these organizational skills to her entire branch and has been invited to speak at national conventions of her broker-dealer to address successful branch management strategies.

In addition to her being the primary Branch Manager, Dawn is a civic volunteer and is active in her daughter’s school. She is an outdoor enthusiast and enjoys yoga, running, swimming, traveling and spending as much time as she can with her family.

She lives in Lake Wylie with her daughter, Jordan, husband, Jason, and their six pound dog Greenspan.

Phone: (704) 587-9596

Email: jolene@bakerinvesting.com

Jolene serves as our Operations Manager and is a recent graduate of Columbia College with a bachelors in Business Admin, and an associates in Accounting. She was both an active member and the President of her college's chapter of Phi Beta Lambda - the collegiate level of Future Business Leaders of America. She founded the Columbia College chapter of the business honors fraternity Sigma Beta Delta as well.  She has actively led several student activities and organizations while being awarded both the President's and Dean's List Awards for her academic achievements. She has now begun the process of studying for her securities and insurance licenses, and has already passed her SIE exam.  

In her free time, Jolene loves not only studying and admiring art, but producing her own. She also has a passion for reading, baking, traveling, gardening, a great cup of tea, and playing with her five pets (three dogs, two cats)! She has quite the tea cup and tea pot collection started!

Phone: (704) 587-9596

Email: georgia@bakerinvesting.com

Having been raised in Illinois and  lived in Chicago for 15 years , Georgia was transferred to the East coast due to a career advancement.  Georgia has a varied background in Personnel Management coupled with a strong background in Sales & Marketing.    Georgia now calls Danville, VA her home.

Georgia, being retired at the time from Delta Airlines, was introduced to the financial industry in the summer of 2008 by an independent financial planner in the Reidsville, NC  who was relocating her business from Greensboro, NC and was in need of someone to assist in setting up the office .  Her outstanding administrative and customer service skills coupled with a vivacious and outgoing personality blended well with the clients the practice serviced.  Georgia joined the Baker Wealth Management Family in June 2016 due to an acquisition of this financial planning practice in Reidsville, NC.  She continues to work as a Client Services Associate/Marketing.

She a mother of one son, Timothy (Tim) and grandmother (OMA) to three grandsons, TJ (Timothy John) 20, Nick 14 and Tres 4 year.  You now know why the last was named Tres.  No girls in this family.  Even the dog is a male.  Trisha has her hands full.  When not being OMA (German for Grandmother), Georgia is a member of the Order of the Eastern Star in both NC and VA having served in many stations, is active in her local church community, and various community sponsored events in the Danville area.  In her spare time you can find her working out at the local YMCA , using the pool and sauna.

Phone: (704) 287-2586

Email: kelly@bakerinvesting.com

Kelly serves in a Marketing and Communications role with Baker Wealth Management. She organizes company and client events, as well as maintains the website and regular client communications, among other things.

Kelly holds a Master’s Degree in Industrial/Organizational Psychology from Florida Institute of Technology and has a varied professional background, from Human Resources to Project Management. Outside of the office, Kelly is passionate about healthy living, yoga, animal and human rights, and being a Mom to a young daughter.

Phone: (423) 416-5969

Email: kevin@bakerinvesting.com

When Kevin Baker started his career in 1986, he worked with individuals, families and business owner needs in the areas of life, health, long-term disability and long-term care insurance. As his business grew, his clients wanted him to handle their investment needs. He holds a General Securities Representative (Series 7) and Investment Advisory Representative (Series 65) designations as well as State Blue Sky (Series 63) and Life and Health licenses.

Kevin works with small business owners, professionals and pre-retirees looking for advice on investments, long term goal planning and risk management.A native of historic Pound, Virginia, Kevin is a local history buff. He and his wife Barbey now reside in the Virginian Golf course community of Bristol, Virginia. They previously lived fourteen years in Abingdon, Virginia.

“I bring a rounded approach to client needs. There is no such thing as a one-stop shop. Professionals perform specific jobs. Only attorneys can properly set up your estate documents such as a Will or Living Trust. If you want tax advice, the best expert is a CPA. When looking for the perfect home, nothing beats a good realtor. And to finance that home or business, you need a banker. My job is to bring all these people together to make my client’s goals a reality.”

Phone: (770) 713-4160

Email: carmen@bakerinvesting.com

Carmen’s practice is holistic in nature and allows his clients to make better decisions by making sense of the numerous details and moving parts in their lives and finances.

He has been in the financial services industry a number of years and is active in the Financial Planning Association of Georgia.

Carmen takes the time to get to know his client’s needs, wants and aspirations and appreciates the opportunity to hear their life stories. Drawing upon his extensive corporate and life experience he counsels his clients in both life and financial transitions.  His ultimate goal is to help his clients achieve financial independence in a manner that acknowledges individual and family ambitions.

He graduated in 1983 from Siena College in New York with a degree in marketing management and earned an MBA from the State University of New York at Albany in 1985.  Carmen’s 25 years of corporate experience provides him with a keen perspective on juggling the demands of career and family life.

In his leisure time, he enjoys taking long walks with his wife Lori and their two dogs Zoe and Zac. He is an avid golfer, wine enthusiast and likes to read and travel.

Phone: (704) 502-6649

Email: martha@cattwealth.com

CattWealth.com

Martha Catt is a Certified Employee Benefit Specialist and Financial Advisor. She holds both General Securities (Series 7) and Investment Advisor Representative (Series 66) designations as well as life and health licenses in North and South Carolina, as well as Florida, Pennsylvania and Tennessee.

She graduated with an honors degree in English Literature from Northwestern University. After an Illinois Secretary of State internship at the State Legislative Library, she began her career in the San Francisco Bay area while her husband pursued his PhD in Anthropology at Stanford University.

Between graduating with honors from Northwestern University and moving to North Carolina, Ms. Catt served seven years as an Employee Benefit Specialist with the California Society of CPAs Group Insurance Trust. As Chief Operating Officer for the Group Insurance Trust she not only supervised operations in providing insurance to the Trust’s thirty thousand insured persons, but also monitored the investment of a multi-million dollar rate stabilization fund.

Ms. Catt served as the Benefit Manager at UNC Charlotte for five years, and gained valuable expertise in statutory benefits in particular the North Carolina Optional Retirement Plan, the Teachers’ and State Employees’ Retirement System, and the State Health Plan.

She has been a personal financial advisor since 2000, opening her own independent practice, Catt Wealth Consulting, LLC, in 2012. She selected Cambridge Investment Research as her broker-dealer to assure her clients the best possible suite of financial tools.

Her husband, Dr. Gregory Starrett, is a professor of Anthropology at UNC Charlotte. They have two children and live in Charlotte’s Plaza Midwood neighborhood.A writer, Ms. Catt has been a freelance community columnist for The Charlotte Observer, and also enjoys cooking and gardening.

“An early mentor once told me: ‘Two ears, one mouth—use them in proportion.’ True advisors don’t have answers at the ready, because the real challenge is asking the right questions in the first place. If you do that properly, the solution will present itself.”

Phone: (330) 666-2969

Email: dhunt@huntfg.com

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huntfg.com

David became a Financial Advisor in 2006 after an extensive and successful business career.  He has held a number of business and sales management roles including President, Director of Sales & Marketing, District Sales Manager, Regional Director and Senior Sales Executive.  This experience, with a diverse group of organizations ranging from Fortune 10 corporations to start-up companies, provided David insight that is meaningful to helping clients understand and achieve their financial, business and life goals.

David believes when it comes to one’s financial future, people need help, and the foundation of financial success is a workable plan. A smart financial plan doesn’t always start with your money; but starts with your life and the goals you would like to achieve. As life evolves, goals can change and the plan should be flexible enough to accommodate those changes. David works with clients through the process of identifying goals, developing, implementing and updating the plan to help clients achieve their goals.
 
His clients range from those starting their professional life and extends through and during the retirement years. David also works with small business owners to assist in business succession planning, key employee retention and retirement planning.
 
David graduated from Miami University where he focused his studies on business and marketing.  He earned a Bachelor of Science while gaining experience through a variety of entrepreneurial endeavors.
 
David is the proud father of two beautiful children and a pretty cool dog.  He enjoys family activities, golf, tennis, travel and cooking.  David is a graduate of Leadership Akron Class 27, current board member of The Akron Civic Theater, ETC School of the Musical Arts and is a past Board Member of Sales & Marketing Executives International – Akron Affiliate and the Northeastern Ohio Software Association Sales & Marketing SIG. He teaches financial classes at Polaris Career Center and is a guest speaker at Kent State University Stark Campus where he discusses business succession planning. He is also the co-founder of the Cleveland-based Information Security Summit.

David is a registered representative with Cambridge Investment Research and also holds his Series 6, Series 7 (General Securities), and Life and Health Insurance licenses.  He offers securities through Cambridge Investment Research and offers investment and financial planning services through Cambridge Investment Research Advisors.

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Phone: (704) 313-7295

Email: barbara@mullinvestment.com

mullinvestment.com

Barbara is the founder and owner of Barbara Mull Investment Solutions, LLC. She has been in the financial industry for almost 30 years. Her specialties are retirement planning, growing income in retirement, and developing individual portfolios. In her free time she enjoys camping in the mountains of Saluda, North Carolina, scrapbooking, and spending time with her husband and two teenage boys.

Barbara graduated from Gardner Webb University with a Bachelor of Science in accounting and went on to earn her Series 7, 63 and 65 licenses. Barbara has also earned her Accredited Asset Management Specialist (AAMS) certification as well as her Certified Kingdom Advisor (CKA) designation. Barbara teaches the following classes: Basic Investing, Dave Ramsey’s Financial Peace University, Ron Blue’s God Owns It All, and Financial Planning.

Phone: (877) 322-6796 x701

Email: vcherry@newsouthwealth.com

Vincent Cherry is an expert in the financial industry and has an innate ability to connect with others by sharing his genuine caring nature and integrity. He designs customized financial plans by developing trusting relationships with his clients through open dialogue and problem solving. He specializes in risk management and wealth accumulation for pre-retirees. Vincent is licensed in NC, SC and MS, and he holds Series 6, 63 and 65 designations.

Vincent is family and community focused and gains joy from helping his clients and their families succeed. The greatest lesson he lives by (thank you Mom), is always keeping in mind that ‘Life is all about decisions: right or wrong, you have to live with them, so choose wisely’. His clients will find that he has a determined mindset and a competitive edge, and he uses this drive to help them make the best decisions for their family’s needs.

Gastonia is where he calls home and he’s an integral part of the community. Vincent serves as an elder at 1st ARP Church, is president of the Rotary Club of Gastonia and serves on several other boards and committees in the area. A fitness enthusiast, Vincent is deeply involved in the local F3 men’s workout group and he regularly leads the various workouts around Gaston County.

Outside of his financial advising duties, Vincent enjoys spending time with his wife and three children. His hobbies include landscaping, gardening, listening to good music, and cooking and eating delicious food. He also enjoys drinking good beer and is an affiliate member of the Charlotte Independent Brewers Association (CIBA).

Phone: (828) 505-5006

Email: oneal.mccall@cambridgesecure.com

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O’Neal McCall is an Independent Financial Advisor working with Cambridge Investment Research. Based in Fletcher, North Carolina, his focus is on forming long-term relationships and supporting clients with all aspects of their financial lives. O’Neal has lived in the Western North Carolina region since 1992 and is a graduate of the University of North Carolina at Asheville. He now lives with his wife, Pamela, in Fletcher, North Carolina.
O’Neal has been in the financial services industry since 1998 when he started work as an Insurance Agent and since 2003 as a Financial Advisor. He began working with Cambridge Investment Research on March, 1, 2013. O’Neal advises clients on wealth accumulation, preservation and transfer of assets through the creation of individually customized wealth management strategies.

O’Neal’s practice utilizes a defined four step process:

• Understand the various pieces of your financial life, to establish goals and objectives
• Set a strategy, based on your acceptable risk tolerance, to reach those goals and objectives
• Customize integrated solutions from a vast array of products, services, and specialists
• Strengthen planning resolve through regular reviews of progress and results