Meet the Team

  • Gary Baker

    Managing Partner
    President

  • Kim Rubenstein, CFP®

    Managing Partner
    Director of Financial Planning

  • John Pettis

    John Pettis, CRPS®, AAMS®

    Wealth Advisor

  • Kim Peaker

    Director of Client Services

Our Values

  • We act with honesty, authenticity, and transparency. We keep our commitments and communicate openly to build trust in our relationships.

  • Care is at the heart of how we listen and serve. We seek to understand perspectives and honor our responsibility to our community and the world around us.

  • Through open communication, we build strong relationships and work better together. We are client-centered and take ownership of our role and outcomes.

  • We believe you can work hard, have fun, and be serious without a suit. We honor both personal and professional priorities.

  • We are guided by a strong moral compass and hold ourselves to the highest standards. Curiosity and continuous growth drive us to keep learning and improving.

  • We believe true prosperity encompasses every dimension of life. Our focus is to help others achieve success and fulfillment.