What we believe:

  • The clients’ best interest always comes first.

  • Managing wealth is more than just managing investments.

  • Investor behavior has a tremendous impact on investment success.

  • People should be treated with dignity and respect, regardless of their financial situation.

  • Everyone should live out their dreams. Money is simply a tool to help accomplish this.

 

Kenneth J. Baer, CFP®, CEPA

Sr. Wealth Manager, Managing Partner

Kenny has nearly 20 years in the wealth management/financial planning fields, having joined Baer Wealth Management shortly after graduating from college. Kenny's work has been published in Investment Advisor Magazine, Nerd Wallet, Ignite/Fund Fire, and Chattahoochee Plantation Living. He 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. In 2017, he published the e-book "One Shot" which can be read here.

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. Kenny is passionate about serving others which is evident through his commitment to Children’s Restoration Network as a board member and the Georgia Innocence Project.

 

Lisa Kay Helin, CFP® 

Personal wealth advisor

Lisa joined the team in 2019 and made an immediate impact. A CPA by training, Lisa spent much of her career leading the Accounting department of an international pharmaceutical company. After retiring, she found joy working at a local cooking store, including helping with the books and inventory. Lisa joined Baer Wealth ready for another challenge in a new industry, and during her tenure with us, she obtained the prestigious CFP® Certification. Of the 96,242 who possess our industry’s most rigorous credential, only 23.7% are women. Lisa greatly contributes to our clients’ lives in the areas of financial planning, investments, tax mitigation, wealth transfer and charitable giving. As a successful professional, mother, grandmother, daughter, and wife, who has navigated several major financial transitions herself, Lisa has a passion for supporting women of wealth throughout all walks of life.

Life Focus: Lisa lives in East Cobb with her husband, Robert, a retired commercial airline pilot. A native Texan, she’s an Aggie through and through. She loves to cook, watch golf, and most importantly, spoil her 3 grandchildren.

 

Mackalie Davidson

client service specialist

Mackalie joined the Baer Wealth team in the spring of 2023. After graduating from the University of Georgia, Mackalie moved to Nashville to pursue music fulltime. Longing to be back in her Georgia roots, she began a career in field marketing with a focus on customer relations. As a next chapter, Mackalie sought after a change in industries and landed at Baer Wealth. Her warm personality and ability to problem-solve proved her obvious fit for this role. She is meticulous and detailed, overseeing much of the day-to-day client servicing in addition to helping with the operations of the firm.

Life Focus: Mackalie was raised in East Cobb and is currently residing here. Mackalie spends her time making music, watching Georgia Bulldogs football, and socializing with friends and family.