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Our Approach

Claudia Houck

Vice President
Family Advisor
  • 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.

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  • Five Things About Me
  • Loves hanging out with family, grandkids! and friends
  • Favorite zip-line adventures were in Oahu, Hawaii, Whistler, BC, Canada, and Punta Cana in the Dominican Republic.
  • 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