King, Baughman & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Rebecca K Baughman

Rebecca K Baughman

APMA®

Financial Advisor

Associate Vice President
Visit Rebecca K Baughman's website
Jason King

Jason King

CFP®

Private Wealth Advisor

Managing Director
Visit Jason King's website
James Westbrook

James Westbrook

Financial Advisor

Vice President
Visit James Westbrook's website

Team

Melissa Townes

Melissa Townes

Registered Client Service Associate

Qualifications

  • NASD Series 7, 63, 65
  • Life & Health Insurance License
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Natalie Ploessl

Natalie Ploessl

Registered Client Service Associate

Qualifications

  • NASD Series 7, 66
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