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Phone: (832) 534-3516
Baker Wealth Strategies
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CPA, CFP, RICP, CEPA

Jennifer Baker

Jennifer graduated Cum Laude from Texas A&M University with a Bachelor’s and Master’s degree of Science in Accounting and has been licensed in Texas as a Certified Public Accountant for over thirteen years. She has a breadth and depth of financial accounting and planning experience having worked for PricewaterhouseCoopers in their Personal Financial Services department, a private wealth management company, a family-held corporation, and a hedge fund.

Jennifer understands that personal finances can be a significant stressor for young families, established professionals, and empty nesters. Her real passion is helping people at every stage of life understand how money works and helping them to feel in control of their financial future by providing personalized, actionable guidance.

Jennifer lives in Cypress, TX and is married to her husband, Justin. They have two sons, Lawson and Bennett.

J.D., MBA

Justin Baker

Justin was born and raised in Oklahoma, but he got to Texas as quick as he could. After graduating college, he was commissioned as an infantry officer in the Army. He served in the 101st Airborne Division and deployed to Kosovo and Iraq. While on active duty, Justin earned his MBA with a concentration in Accounting from the University of Dallas. After active duty, Justin attended the South Texas College of Law in downtown Houston where he graduated with honors. Today, Justin still serves as a Lieutenant Colonel in the Army Reserves, he is working towards an advanced law degree from Texas A&M University and is dedicated to making a difference in the local community by volunteering as a mentor for “at risk” youth. Justin is a devoted husband to Jennifer and loving father to their two sons, Lawson and Bennett. He enjoys bay fishing and spending time with his family.

Josh Bergstrom

Josh earned his undergraduate degree from the University of Maine and is currently working towards his Master’s Degree from the University of Denver. He lives in Fayetteville, Arkansas with his high school age son and daughter, Morgan and Samantha.

As a 17-year veteran Josh has learned the importance of adaptability and flexibility. He serves as the Operations Director for both Baker Wealth Strategies and the Law Office of Justin Baker bringing together the financial planning and estate planning elements needed for a smooth transition into retirement life.

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Our Mission

We are educating people how to use economics-based strategies to help make sure every dollar is used efficiently to further your plan.

Baker Wealth Strategies

13100 Wortham Center Drive, 3rd Floor
Houston, TX 77065

(832) 534-3516
jennifer@bakerwealthstrategies.com

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Sat: by appointment
Sun: closed

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