Baker Wealth Management, Inc.
While earning his degree from the University of Oklahoma, Todd realized he had a passion for the financial markets. This interest eventually led him to begin his career as a financial advisor in 1993. Todd strives to influence and support others, and has spent much of his career in leadership roles and managing the branches where he worked.
As a financial advisor, Todd’s objective is to earn his clients’ trust and respect for the level of service and guidance that he and his team provide. At his prior firm, Todd was consistently recognized as a Director’s Council Member and a Top-Quintile Advisor among his peer group. He is now proud to serve clients through Baker Wealth Management, Inc., a boutique wealth advisory practice.
Todd and his wife, Katy, were married in 1990 after knowing each other since the 4th grade. They have two adult daughters and sons-in-law, Jessica (Mark) and Raeghan (Connor). Todd spends much of his spare time with family and friends, as well as supporting the community.
Todd is excited to use his experience advising clients and managing branches to be a Founder and Managing Partner of Resolute Independent Advisors (RIA).
Katy was born and raised in Oklahoma City, Oklahoma. After earning her degree from the University of Oklahoma, Katy enjoyed a successful sales career in the early years of the cell phone industry. The majority of this time was spent strategically planning and implementing disaster plans for government agencies. Although this was an exciting and challenging field, Katy’s focus quickly changed to an even more exciting and challenging job: raising two daughters.
During Katy’s time outside of the corporate world, she actively supported many philanthropic initiatives. She was involved in both Junior League of Oklahoma City, as well as The National Charity League in both Colorado Springs and Scottsdale, Arizona. Katy and her daughters received numerous awards for their hours of service with The National Charity League. Katy also served as President for two years for the Colorado Springs chapter.
Katy joins her husband, Todd, in his business. She is excited to leverage her years of community service experience to serve Todd’s clients and enhance client relations for Baker Wealth Management, Inc.
Katy and Todd have been married since 1990. They have two daughters and two sons-in-law, Jessica (Mark) and Raeghan (Connor). Katy enjoys anything involving friends, the beautiful outdoors and spending time with family.
Heidi began her career in the financial services industry in 2004. She has been working with Todd since 2009, serving their wonderful clients. Heidi takes great pride in the many responsibilities she has on the team, and she particularly enjoys the areas of financial planning and client service.
Heidi holds her Associate of the Arts degree, with an emphasis on Finance, from the University of Phoenix. She is actively pursuing her Bachelor of Science degree in Business Management, with an emphasis on Finance, from CSU Global.
Heidi and her husband, Rich, live in Pueblo West, Colorado. They have four daughters. When Heidi is not at work or spending time with her family, she enjoys being active. Heidi loves the outdoors, and has a special passion for the friends, fitness and camaraderie found within her Crossfit fitness group.
Kerry has spent the past 17 years with large financial services firms in a variety of roles with increasing levels of responsibility. Most recently, she was responsible for the oversight of the profitability, human resources and client service functions of 15 branches with more than 450 employees across three states.
The variety of roles Kerry has filled provides her with the background needed to fill her role as Director of Operations with Resolute Independent Advisors. Together with Todd and Brad, she helps ensure the smooth operation of the office, with the goal of making it a great place for employees and clients alike. Kerry also coordinates the group’s philanthropic endeavors to help make an impact on the Colorado Springs community.
Having grown up on the East coast, Kerry attended Lehigh University in Bethlehem, PA, where she received her Bachelor of Science degree with a focus in Finance and Marketing. It was here that she met her husband, Spencer. Their mutual love of the mountains and the outdoors in general drew them to Colorado. They are both passionate about mountain biking and snowboarding, and also spend time hiking, running and road biking. Kerry and Spencer share their home with their two Viszlas, Spokes and Hermosa.