William E. "Bill" Baer, ChFC
sr. wEALTH mANAGER
Bill founded Baer Wealth Management in 2009 and has spent over 35 years in the financial planning business. Bill believes that communication and interaction with his clients on a regular basis are the keys to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. He has extensive experience working with both traditional and alternative investment managers. Bill has been a contributor to Investment Advisor Magazine and has been a featured guest on “Atlanta Business Today.” He also co-hosted the “Baer Facts”on 1160 am with his son Kenny Baer, CFP®. Bill has served on the Board of the National Association of Financial Professionals. His commitment to lifetime growth and continuing education has him recognized as one of the area's leading money managers and educators.
Client Focus: Providing the big picture perspective – matching investment and financial planning strategies to a client's goals and spearheading the Baer Wealth commitment to problem solving.
Life Focus: Golfing, working in the community, spending time with family, and travelling. An avid Atlanta Falcons, Atlanta Braves, and all things Atlanta sports fan. Bill is also a passionate supporter of the University of Tennessee.
kenneth J. Baer, CFP
sR. wEALTH mANAGER, mANAGING pARTNER
Kenny provides the big picture perspective to clients. He provides the client with a blueprint to accomplishing their goals.
Kenny has 10+ years in the wealth management/financial planning fields. Kenny has been published in Investment Advisor magazine, Nerd Wallet, Ignite/Fund Fire, Chattahoochee Plantation Living. He currently is co-host of the weekly radio show “The Money Gurus.” Kenny has previously hosted the weekly financial talk show “The Baer Facts” on Atlanta's Newstalk 1160 am, had a regularly scheduled segment on The Voice of the Arts 1690 am and has been a featured guest on “Atlanta Business Today.”
Client Focus: Providing the big picture perspective – matching investment and financial planning strategies to a client's goals and spearheading the Baer Wealth Management commitment to problem solving. Kenny also oversees the development and implementation of the clients' financial blueprints.
Life Focus: Relishing his family, golfing with his father and brother, playing tennis and enjoying life to the fullest. Kenny loves the University of Georgia Football and can recite the score of most every game attended.
Client Services Manager
Sandra (Sandy) serves as the client services representative and office manager. She works directly with clients and the Baer Wealth Team to provide exemplary service to our clients.
Sandy has over 10 years of service with Baer Wealth Management. She has over 15 years work experience working in the Financial Industry. She is a retired Air Force Sergeant. During her 20 years of service to our country she worked as an Information Manager and was trained in leadership, management, and administrative skills.
Client Focus: Providing exemplary customer service to all of our clients.
Life Focus: Sandy loves movies, dancing, reading, traveling and especially watching tennis