Baxter, Nelsen & Associates

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Advisors

Rex Baxter

Rex Baxter

CFP®, APMA®, AIF®

Private Wealth Advisor

Managing Director
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Brandyn Smith

Brandyn Smith

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Team

Holly Porter

Client Service Associate,

Client Relationship Specialist

Personal Intro

Holly has 10 years of client service experience and is a great addition to our team.

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