Meet the Vertex® Team and Learn about our Culture

When we began our company, our mission was to work with and guide people through the most important financial stages of their lives. These financial turning points, such as retirement, job changes, relocation, and the addition of children/grandchildren, are reflective times when the need to refocus financial planning strategies is most relevant. We wanted a company name that represented our mission and had a meaning unto itself.

The origin of our name, Vertex, means “turning point.” And our goal is to work along side you as you achieve milestones in your life. We plan to engage you in an open and honest way so that you can discover your true financial values and how you define success. The landscape for financial planning and retirement in our culture is changing, and we have designed a team that is ready to earn your trust, put you first, and partner with you to help you achieve your financial goals.

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Who are we?

Michael H, Baker, CFP®, RICP®, LUTCF®

Michael H, Baker, CFP®, RICP®, LUTCF®

Manager, Founder Member

Michael is passionate about serving others in their finances because he understands the effects of financial stress on families and their loved ones. Too often, people delay addressing their financial concerns or challenges rather than taking control of their financial future. Michael enjoys working with his clients to fulfill their dreams and experience life without financial stress. He believes that if he can engage clients in meaningful conversations and educate them about their options, they will be empowered to make wise financial decisions.

“Today, there are too many people that find themselves in a difficult position with their finances as they plan for today and for their retirement years. They know they need help but they simply don’t know whom they can trust, and we want to earn that trust by growing and developing relationships with our clients and their families.”

Michael holds the CFP® mark, which stands for CERTIFIED FINANCIAL PLANNER™. The CFP® designation is awarded to professionals who have completed extensive study and passed a rigorous board exam. It represents the industry’s gold standard for experience, ethics, and personal financial planning. Michael is a licensed Investment Advisor Representative with AlphaStar Capital Management, LLC and also a licensed Life and Health agent in the States of North Carolina and South Carolina. Michael also currently holds a life/health and property/casualty insurance licenses, along with the Series 65 securities license.

In his spare time, Michael spends time with his wife, Elizabeth, and their beautiful daughter, Madeline. He also trains Brazilian Jiu-Jitsu and is a proud member of the First Baptist Church in Rock Hill, where he has helped begin a financial ministry to help church members succeed in their finances.

Michael works with people who want to design and secure the financial future for themselves and their loved ones.

Ross Marynell, CRPC®

Ross Marynell, CRPC®

Manager, Founder Member

Ross has a true passion to assist clients in making intelligent financial decisions with their money. He specializes in constructing individualized retirement and investment solutions. Implementing a holistic approach, he works alongside his clients to establish an overarching plan to help guide their investment decisions.
“Too often, the focus of financial planning is isolated simply to dollars and cents. Although, investment returns are an important objective, the true benefit of establishing a comprehensive financial plan is to provide for and protect the ones we love most in our lives. “

Ross is a licensed Investment Advisor Representative with AlphaStar Capital Management, LLC and also a licensed Life and Health agent in the States of North Carolina, South Carolina, and Indiana.

Ross was born and raised in Evansville, Indiana. He graduated from the Indiana University’s Kelley School of Business with a B.S. in Business Management and a Minor in International Business. Ross and his lovely wife, Nancie, relocated to Charlotte, North Carolina in 2007. They spend their free time keeping up with their two amazing children, Marisa and Eliza, ages 4 and 1 respectively.

Contact Us

Vertex Capital® Advisors, LLC

5925 Carnegie Blvd
Suite 200
Charlotte, NC 28209

info@vcplanning.com

Tel: (704) 556-1388

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Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Vertex Capital Advisors, LLC are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Vertex Capital® Advisors, LLC does not offer legal or tax advice.

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