Sage Financial Group
Brandon Baker, CPA, currently serves as a Senior Wealth Manager at Sage Financial Group, a position held since April 2013, where responsibilities include advising 100-110 client relationships with assets under management ranging from $1MM to $5MM+. Prior to this role, Brandon was an Associate Wealth Manager involved in investment management, as well as a Tax Analyst and Internal Auditor at AMETEK, focusing on tax rates, audits, and compliance across various industries. Early career experiences include running a carpentry business and holding leadership roles at Lubbock Christian University, where Brandon was Student Senate President. Brandon holds a B.B.A. in Accounting and Finance from Lubbock Christian University, earned in 2009.