2022 BakerAvenue Promotions
Trust and Integrity Serve As Our Cornerstone
We know trust is earned, not given, and we are determined to earn and honor it in everything we do.
Tanya Welch

Tanya Welch, CFA, CFP®

Wealth Advisor, Partner

Gerry OConnell

Gerry O'Connell, EA

Tax Planning, Partner

Michael Dely

Michael Dely

Senior Technology Manager

Nick McInnis

Nick McInnis

Senior Portfolio Analyst

Matt Munro

Matt Munro, CFP®

Wealth Advisor, Director

Sylvia Xu

Sylvia Xu

Wealth Advisory Associate

Elena Panco

Elena Panco

Wealth Advisory Associate

Jack Rimbach

Jack Rimbach

Investment Associate

Purpose. Passion. Performance

"Our values are at the heart of everything we do and are our inspiration for how we serve you & the community we share."  - Simon Baker, CEO

As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management strategies while fostering initiatives that catalyze positive societal change.

What drives us are our values of community, excellence, trust, and inclusion. We deliver service excellence to you and challenge the status quo. Trust and integrity serve as our cornerstone. We know trust is earned, not given, and we are determined to earn and honor it in everything we do.