- Certified Wealth Strategist®, Cannon Financial Institute
- Attained Series 6, 63, and 65 securities licenses
Claudia has enjoyed a long and varied financial services career, from mortgage lending to investment services, joining Baker Boyer in 2009. She cherishes deep relationships built over the years. A favorite part of her day is listening to clients, getting to know them and their unique and changing situations.
In her role as Family Advisor, Claudia partners with high-net-worth clients, coordinating a team of financial planners and portfolio managers to help clients stay informed and on-track for their dreams and goals.
Claudia serves her community, offering career support to local high school girls through Soroptimist International of Three Rivers and tutoring elementary age children at her church. She enjoys reading and puzzles in her free time and can often be found at the gym or on the golf course.