Dave Baker

Dave Baker is an experienced financial professional specializing in tax reduction strategies and wealth succession planning. Currently serving as a Tax Reduction Specialist at the Estate Planning Team since May 2020, Dave Baker contributes to a collaborative group of advisors focused on business transitions. With a broad background that includes roles as Managing Director at Nautica Asset Management LLC, Regional Director at My Fed Retirement Werks LLC, and President at Retirement Income & Benefits Solutions LLC, Dave Baker has consistently emphasized the importance of financial security through detailed asset allocation and retirement planning. Previous experience includes consultative sales at Thomson Reuters and a successful career as a financial advisor starting at American Express (Ameriprise). Dave Baker graduated from Western Michigan University with a Bachelor's degree.