Meet the Team
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Gary Baker
Managing Partner
President -
Kim Rubenstein, CFP®
Managing Partner
Director of Financial Planning -
John Pettis, CRPS®, AAMS®
Wealth Advisor
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Kim Peaker
Director of Client Services
What Makes Us Different
Our Values
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We act with honesty, authenticity, and transparency. We keep our commitments and communicate openly to build trust in our relationships.
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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.
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Through open communication, we build strong relationships and work better together. We are client-centered and take ownership of our role and outcomes.
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We believe you can work hard, have fun, and be serious without a suit. We honor both personal and professional priorities.
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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.
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We believe true prosperity encompasses every dimension of life. Our focus is to help others achieve success and fulfillment.
What’s Most Important To You?
Video: “What’s most important to you?”
Our team is passionate about providing our clients with more.
As independent wealth advisors, we serve our clients with our unique proprietary three-part planning process.
Discover why our clients continually tell us how our holistic planning approach positively impacts their lives and those they love.