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About Us

Founders

John Francis Baker CFP®, CLU®

Partner and Wealth Management Advisor

Michael Lindberg CFP®, CLU®

Partner and Wealth Management Advisor

Alap Balkrishna Patel CFA®, CFP®

Partner and Wealth Management Advisor

James Thomas Stinson CFP®, ChFC®, CLU®

Partner and Wealth Management Advisor

Financial Advisors

Lanita A. Harris MBA

Associate Wealth Management Advisor

David J. Lindberg

Associate Wealth Management Advisor

David G. Metzger CFP®, CFA®

Associate Wealth Management Advisor

Executive Assistants

Katrina Wilkinson

Executive Assistant

Dani Jo Williams

Executive Assistant

Keziah Williamson

Executive Assistant

Julie Cygan

Executive Assistant

Investment Team

John Chen CFP®, ChFC®, RICP®, WMCP®

Financial Planning Analyst and Investment Specialist

David W. Gordon-Johnson RICP®

Financial Planning Analyst and Investment Specialist

Jeff Kim

Financial Planning Analyst and Investment Specialist

Kenneth Soren MBA, CFP®

Manager of Financial Planning

Operations Team

Jessica McAdam

Director of Operations

Lyndsey Bolt

Marketing and Client Relations Manager

Jackie Craig

Insurance Coordinator

Haley Dawson

Insurance Operations Associate