Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Our Team

Jason Baker

Jason Baker

Co-Founder & President

(704) 587-9596

(866) 341-3774

Dawn Baker, CFP®

Dawn Baker, CFP®

Co-Founder & Chief Operating Officer

(704) 587-9596

(866) 341-3774

Matt Kocsis

Matt Kocsis

Financial Advisor

(704) 587-9596

(866) 341-3774

Jerry Wojt

Jerry Wojt

Client Relationship Manager

(704) 587-9596

(866) 341-3774

Affiliated Advisors and Firms

Marc La Vigne MBA, AAMS®

Financial Advisor, Baker Wealth Management

Michael Cowell

Financial Advisor, Baker Wealth Management

Sanjay Shah CFP®

Financial Advisor, Baker Wealth Management

Martha Catt

Catt Wealth Consulting, LLC Certified Employee Benefit Specialist/Financial Advisor

Patrick Hart

Concierge Capital Management, LLC Financial Advisor

David Hunt

Hunt Financial Group

Chad Mangum

Blue Wolfe Financial Financial Advisor

Barbara Mull

Barbara Mull Investment Solutions LLC Financial Advisor

Robert Brockland

Financial Advisor

Ann Pauley

Financial Advisor

Gloria Potts

Trueway Financial

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.