As an Edward Jones financial advisor, my passion lies in truly understanding what's most important to you and your family. Working closely with you, your CPA, your attorney and other professionals, I use an established process to help develop a comprehensive financial strategy to help you achieve your goals. Partnering together, I will work to achieve what's most important to you over your lifetime. With 26 years of experience with Edward Jones, I have pursued my passion of helping families implement wealth accumulation, wealth protection, income generation and wealth transfer strategies. I graduated from Penn State with a B.S. in economics and later achieved my CFP® designation in order to enhance my knowledge in the areas of investment planning, retirement planning, income tax planning, insurance planning and business retirement planning.
Over the years, I have put together a team who share my passion in helping families. Our goal as a team is to build meaningful relationships with our Clients while providing the highest level of personalized service to help you achieve your goals. My branch office team consists of Keisha Shell, Dee Cox and Jenna Petersen. The three of them have over 30 years of experience combined and are dedicated to helping our clients. We've been fortunate to create partnerships with our clients over the years and happily share the experience of achieving their financial goals.
Giving back to the community has always been another passion of mine. I also enjoy volunteering and supporting organizations such as the Boys and Girls Club and the Backpack Buddies. I have previously served on the board of both the Kerr Family YMCA and the Trentini Foundation.
Please don't hesitate to contact us today to schedule a time where we can discuss your goals and create a plan to help you achieve them.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
Phone NumberMike Baer at (919) 554-3743
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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