As a founding member of Vertex Capital Advisors, LLC, Michael works to ensure his firm provides the ultimate service, financial education, and resources to his clients. He is responsible for much of the innovation behind his team’s financial strategies and service-oriented approach and proudly addresses his clients’ values so he can better meet their unique financial objectives.
Michael is consistently developing new ways to create personalized financial plans for his clients and truly enjoys working with people who want to secure their financial future. Since entering the industry in 2009, Michael has achieved several designations which include becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, earning a Certified Investment Management Advisor® (CIMA®) certification, and 2 specialized designations for retirement income planning. More recently, Michael achieved a graduate certificate in Financial Life Planning from Golden Gate University.
A graduate of Presbyterian College, Michael has a bachelor’s degree in business management and is dedicated to the value of continued education. Michael has passed the Series 65 securities exam and holds insurance licenses in North Carolina, South Carolina and Florida. He is also a member of the Financial Planning Association, the National Association of Insurance Financial Advisors, and the Investments and Wealth Institute.
Michael runs a professional blog at www.michaelhbaker.com, and he actively speaks in front of groups of people on various financial topics.
Outside of his professional duties, Michael spends time with his wife, Elizabeth, and their beautiful children, Madeline and Harrison. He also trains Brazilian Jiu-Jitsu and is a proud member of the First Baptist Church in Rock Hill, where he has helped start a financial ministry to help church members succeed in their finances.
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Ross has a true passion for assisting clients in making intelligent financial decisions with their money. He specializes in constructing individualized retirement and investment solutions. As a leader of Vertex Capital Advisors, LLC, Ross uses his holistic approach to work alongside his clients to establish an overarching plan to help guide their investment decisions.
Ross holds insurance licenses in North Carolina, South Carolina and Indiana and is a licensed Investment Advisor Representative with Advisory Alpha, LLC. He has a bachelor’s degree in business management with a minor in international business from Indiana University’s Kelley School of 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.