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4team members
4Partners
Investment Team
4 team members
Name
Title
Role
Contact
MA
Mike Atkins
Tax Director and Chief Financial Officer
Partner
MA
Mike Atkins
Partner
Tax Director and Chief Financial Officer
NB
Nicholas Baker
President & Wealth Planning Advisor
Partner
NB
Nicholas Baker
Partner
President & Wealth Planning Advisor
RL
Robert Lack
Wealth Transfer Advisor
Partner
RL
Robert Lack
Partner
Wealth Transfer Advisor
TB
Timothy Baker
Founder, Chief Executive Officer & Wealth Advisor
Partner
TB
Timothy Baker
Partner
Founder, Chief Executive Officer & Wealth Advisor