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Meet Shane Baker


Bio

Shane Baker is a Certified Financial Fiduciary 4th generation Financial Advisor, dedicated to assisting others in their quest for a peaceful and prosperous retirement. Shane obtained his license to sell retirement solutions in 2013 and has continued to develop his knowledge about a vast array of financial tools ever since. 


Driven in all that he does, Shane also obtained his MBA in Finance, and is a former college baseball player and coach. He credits his sports background with teaching him the importance of teamwork and attention to detail, which he believes is truly vital for a consummate Financial Advisor. He believes in listening intently to his clients' needs, rather than simply waiting to speak. 


Shane seeks to learn as much as he can about his clients’ goals and create a customized solution to help them achieve success. Most importantly, Shane believes in treating all his clients the way he would want an advisor to treat his own family.

Shane Baker

Shane Baker

Associate Advisor

Certified Financial Fiduciary

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