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Claudia Houck, CWS®

Vice President
Family Advisor
  • Certified Wealth Strategist®, Cannon Financial Institute
  • Attained Series 6, 63, and 65 securities licenses

Claudia brought over 25 years of financial industry experience when she joined Baker Boyer in 2009. From that experience she gained an appreciation for learning what is most important to people and what makes them unique.

Claudia values long-term relationships with clients and those in her community. She enjoys finding solutions to the various complex needs of her clients, looking for ways to impact their finances in a way that makes their lives easier and their financial futures safe.

Claudia is passionate about lifting up girls that need help in her community through social and economic empowerment. She provides mentoring, encouraging them to dream big through volunteering with Soroptimist International. She also volunteers through her church tutoring elementary age children.

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  • Five Things About Me
  • Loves hanging out with family, grandkids! and friends
  • Has a love/hate relationship with golf
  • Enjoys learning new things, most recently completed an online course on the Constitution of the United States
  • One of her happy places is exploring area wineries and learning their stories
  • Favorite Book: “365 Thank Yous: The Year a Simple Act of Daily Gratitude Changed My Life” by John Kralik