Christopher Baker, AIF®

Chris has been in Finance for 9 years, joining our team in 2022 when he relocated from his home state of Alabama. There he earned his Finance degree from Auburn University and worked for Merrill Lynch for the next 7 years. Chris holds Series 7 and 66 securities registrations through LPL Financial, as well as being insurance licensed. In 2023, Chris obtained the Accredited Investment Fiduciary designation.

​Christ employs a holistic approach to serving clients, believing that great communication is the key to understanding client needs. Helping clients get oriented in all aspects of implementing and maintaining retirement portfolios, Chris is interested in learning about clients' individual needs and is a patient, thorough  guide.