Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Vertex Capital Advisors, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Michael H. Baker, CIMA®, CFP®, RICP®, RMA℠Manager, Founding Member
Michael is passionate about serving others because he understands the effects of financial stress on families and their loved ones.
Since entering the industry in 2009, Michael has achieved several industry designations, including becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, the industry’s gold standard for experience, ethics and personal financial planning. Together with his professional certifications, Michael uses his industry knowledge and leadership to create strategies designed to help clients reach their retirement goals. As a founding member of Vertex Capital Advisors, LLC, Michael works to ensure his firm provides the ultimate service and resources to his clients.
Michael has passed the Series 65 securities exam and holds insurance licenses in North Carolina, South Carolina and Florida.
In his spare time, 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.
Michael works with people who want to design and secure their financial future for themselves and their loved ones.
Ross Marynell, CRPC®Manager, Founding Member
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 Planners Alliance, 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.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.