I started in the financial services industry right out of college in 2006, not quite 100 percent sure what I was looking for in a career. I knew that I enjoyed helping people regardless of the situation and, with my major in economics, personal finance seemed like the right path. My first experience with this industry was not a pleasant one, as I did not feel helpful, but more salesy, which is not me. Not long after that, I started working at M.J. Baker Financial Advisors, where I learned how I can truly help families with their personal finance. I have now been with M.J. Baker Financial Advisors since 2006.
I obtained the CERTIFIED FINANCIAL PLANNER® certification as a way to better understand the different planning issues that we see every day and how best to work with individuals to solve these issues. The program required many hours of self-study, which I am very thankful that I completed before I had kids.
We have assisted families in planning for their future, whether near retirement or just starting out, to make sound financial decisions. There are so many different important planning aspects that tend to get lost, forgotten, or ignored in the busyness that we all face each day. Our job is to make sure that you are aware of your financial life and create a plan to get you where you want to go.
What excites me the most about this job is seeing a financial plan go full cycle, meaning working with you to identify your goals and developing and implementing a strategy. The best feeling is when you have worked out the plan and can start seeing that the goal is achievable.
I reside in Avon Lake with my wife, Shannon, and our three daughters: Isabel, Melanie, and Amy. We are starting to enter the age of activities for the girls, as both Isabel and Melanie will be in school this fall while also taking dance classes, soccer practices, and swim lessons. If I am not at the office or attending one of my children’s activities, you can typically find me either at home with my family, at the gym lifting with my father-in-law, or, lately, on the softball field.
2013-2020 Five Star Wealth Manager Award, created by Five Star Professional. The 2020 award was presented in March 2020 based on data gathered within 12 months preceding the issue date. 1548 advisors were considered, 62 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.