Our advisors

John E Baker

John E Baker

CFP®, CKA®, ChFC®, CLU®, RFC®

Private Wealth Advisor

Managing Director
Learn more about John E Baker Visit John E Baker's website
Benjamin Reiter

Benjamin Reiter

CFP®, APMA®, CKA®

Financial Advisor

Vice President
Learn more about Benjamin Reiter Visit Benjamin Reiter's website
Abby Paslowski

Abby Paslowski

MBA, CFP®, APMA®, LUTCF

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Abby Paslowski Visit Abby Paslowski's website

Our team

Laurie Williams

Laurie Williams

Office Manager

Adrienne R. Logue

Adrienne R. Logue

Paraplanner

Jim Kalie

Jim Kalie

Investment Specialist

Amy Cass

Amy Cass

Receptionist

Holly Bowers

Holly Bowers

Marketing Manager

Michaela Gersims

Michaela Gersims

Financial Planning Assistant

Ashley Bobek

Ashley Bobek

Administrative Assistant

Brent Benedict

Brent Benedict

Administrative Assistant