From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

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Gerald Baker, CLU, CHFC

Gerald R. Baker graduated from the University of Texas at Arlington with a B.A. in Economics. He joined Connecticut General in 1969 and served in management and sales until 1978.

Cliff Mead, CFP®

As a financial planner, Cliff is active in creating and analyzing client portfolios as well as producing financial plans. Cliff works closely with Gerald Baker throughout the financial planning process.

Chad McMillan, CFP®

As a financial planner, Chad works closely with each client to establish a long-term financial objective through money management, investment recommendations, and retirement planning.

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