REBECCA BAKER

Rebecca H. Baker, CPA, CFP®, CEPA

Chief Operating Officer, Partner

• 334-679-4802

Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.

Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including corporate audit, corporate and individual taxation, and wealth planning. Rebecca focuses on client relationships and reviews, along with financial planning.

Rebecca and her husband, Jason, live in Montgomery, Alabama with their two children.

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Rebecca H. Baker, CPA, CFP®, CEPA

Chief Operating Officer, Partner

• 334-679-4802

Rebecca is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional. She also holds the Certified Exit Planning Advisor (CEPA) designation. She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery.

Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama. Rebecca has experience in various areas including corporate audit, corporate and individual taxation, and wealth planning. Rebecca focuses on client relationships and reviews, along with financial planning.

Rebecca and her husband, Jason, live in Montgomery, Alabama with their two children.

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