In 2018 I was blessed to become an Edward Jones financial advisor. It is important to me to partner with the individual, serious investor. I strive to understand what is important to you and your family and to create a strategy for whatever your needs may be. We have a proven process that has worked for many years and I will continue to use that process to achieve your goals. One of my favorite conversations is to ask clients to dream. What does your dream future look like? If that dream requires us to work on a retirement savings strategy, education savings strategy or even a legacy building strategy, together as partners, we will put a strategy in place to help you get to that dream.
In 2012 I married the love of my life, Jen. We have two beautiful boys - our first was born in 2017 and the second was born early 2020. Having two young children, one of my passions is to help parents begin to build a college savings strategy.
I have lived in the Swannanoa/Black Mountain area most of my life. I did leave for a while to go to college at Gardner Webb and some of my time was spent at University of North Dakota's satellite aviation school in Lumberton, NC. Moving back here to be in this community was very important to me and no other place can replace the beauty of Western North Carolina. We are involved in Biltmore Church here locally. Most Sundays you will find me playing my bass guitar at one of our campuses.
Relationships are the key to building a long-lasting strategy, and in our view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives. My office hours are listed, however if we need to meet before or after those hours, or even on the weekends, I am more than happy to make those accommodations.
Make sure to follow me on Facebook or connect with me on LinkedIn.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Socially Conscious Investing
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Auto Racing
Mailing AddressP O Box 810
Swannanoa, NC 28778
Phone NumberJoe Baker at (828) 686-3783
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