About Us

Baker Wealth Strategies makes complex financial problems simple because of our steadfast principle that every business owner is different and results speak for themselves.

We’re a lot like our clients.

Business owners create wealth, and we put it to work, but what makes our firm different is the simple fact that we’re a lot like our clients. We’ve faced the challenges you are facing now, and we know what a comprehensive financial plan looks like and how to talk about finance, tax, and retirement in plain English.

There’s a lot of talk out there about personalized service, and that’s what it is—talk. We’re a family-owned business. We’re not interested in building corporate offices and maximizing our client base with cookie-cutter plans. We’re interested in building solid businesses and stronger families.

Get to know our team, and if you like what you see, get on a call with us so we can prove to you that we mean what we say.

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Jennifer Baker CPA, CFP®, RICP, CEPA

Founder

Jennifer Baker is the founder of Baker Wealth Strategies. After graduating from Texas A&M, she began her career in wealth management with PricewaterhouseCoopers, where she served high net wealth individuals and family-held corporations. She started her own firm to have the ability to create custom plans and not be confined by what is best for headquarters, but only to what is best for clients. Jennifer brings over a decade of experience as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), with additional expertise as a licensed Retirement Income Certified Professional (RICP®) and Certified Exit Planning Advisor (CEPA).

Jennifer lives in Cypress, TX, with her husband, Justin, and two sons, Lawson and Bennett.

“Business is good. Money is coming in. So, what do we do with this new wealth? How do we lower taxes now and integrate that strategy, among many others, into a long-term financial plan that guarantees a prosperous future for your family and estate? We start with the understanding that your business, family, and goals, and we have to have a relationship that’s built on trust and accountability.”

Expertise

  • Financial and Retirement Planning
  • Tax Advantaged Wealth Management
  • Management
  • Business Consulting

Justin Baker

General Counsel

Justin Baker has a depth and breadth of experience in helping high net wealth clients and their families navigate complex problems related to closely-held business governance, continuity, and succession planning, advanced estate planning to ensure a responsible transfer of generational wealth, and planning for families with loved ones who have special needs. He is the first person you’ll speak to, and that’s for a reason. Justin has built a reputation in Houston as someone who can translate complicated legal matters into plain language for clients and deliver comprehensive solutions to acute financial, tax, and business challenges when time matters.

Justin lives in Cypress, TX, with his wife, Jennifer, and two sons, Lawson and Bennett. Prior to becoming an attorney, Justin served as an infantry officer in the Army with the 101st Airborne Division. He continues to serve in the Army Reserve as a Colonel and a faculty instructor at the U.S. Army War College.

“After eleven years providing estate and business planning for high net wealth families, I’ve seen that the most significant challenge closely-held business owners have comes down to developing an executable continuity and succession plan for their business. Of course, we are focused on helping grow your wealth and optimize tax efficiency in the near term, and we should also do the same for the long term.”

Expertise

  • Advanced Estate and Tax Planning
  • Entity Structure Efficiencies
  • Closely Held Business Governance

Ashley Conlon

Director of Operations & Client Relations

Ashley graduated from the University of Texas at Austin with a Bachelor’s in Economics.

Ashley brings fourteen years of experience as a trade accountant with one of the largest hedge funds in the country. She nails the details and enjoys solving complex issues in college planning, retirement and financial projections.

Ashley lives in Coppell with her husband Ryan and two children Hannah and Winston.

Expertise

  • Client Management
  • College Planning
  • Financial Projections

Jammie Lowe

Director of Investments & Compliance Officer

Jammie’s educational background, certifications and experience in diverse roles within the financial industry uniquely qualify him to help clients with personalized investment advice. He is passionate about finding creative solutions and works diligently to ensure clients’ best interests are always the focus for investment advice.

Jammie lives in Albuquerque, NM with his wife Janet and two sons Ari and Ezra.

Expertise

  • Investment Strategies
  • Portfolio Management
  • Risk Management

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We work with business owners and individuals across the country.
Let’s schedule a time to talk.

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