Owner, Financial Advisor

Tom Baker

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Couple on Couch Looking at Stifel Wealth Tracker App on iPad

Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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We look forward to hearing from you and discussing your financial goals.