Heath Baker
Heath Baker Founder, BCPWP Financial Planner, RJFS

I became a financial advisor for the privilege and opportunity it provides to directly serve individuals, businesses, and families. It’s an honor to partner with people to plan, manage, protect, and transfer wealth. Seeing my clients plan and enjoy the retirement they deserve, send their children off to college and set aside money for future generations is what makes my job worthwhile.

I’m a detail-oriented person, and I enjoy the planning process of being a financial advisor. Delving deep into my clients’ finances and turning their vague ideas of the future into a concrete strategy for achieving their dreams allows me to show my clients how they are in control of their financial future. I enjoy the relationships I get to develop with my clients as we work together to make sure they stay on track.

Stephanie, my customer service manager, and I work together as a team, striving to provide our clients with the best service possible. She understands all our clients’ current service needs along with their future needs as well. She is a business partner not only to me, but also our clients. Stephanie and I partner with our clients as they go through different life stages to help ensure the strategy we laid out stays on track.

Outside of the office, I enjoy the gorgeous Arizona outdoors. My wife, Kelsey, and I have two daughters named Monroe and Rivers, a son Truett, as well as three dogs. We love doing anything outside and enjoy spending our time out on the ranch on weekends.

Work History

Raymond James

2022 to Current

Edward Jones

2010 to 2022


West Texas A&M University

  • Bachelor of Business Admin