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Team

 
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.

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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.

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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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David Wilkins

Financial Planner / Long Term Care Specialist

817.861.7099