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Meet the Team

Helping clients embrace life's transitions. That's our mission.

Nadine Aarsheim
Nadine Aarsheim
Estate Planning Consultant
Simon Baker
Simon Baker
Chief Executive Officer
Julia Bialek
Julia Bialek
Senior Wealth Associate
Sonja Borda
Sonja Borda
Senior Wealth Advisory Manager
Daniel Cassell
Daniel Cassell
Portfolio Manager
Bill Connor
Bill Connor
Wealth Advisor, Partner
Doug Couden
Doug Couden
Chief Investment Officer & Partner
Michael Dely
Michael Dely
Technology Manager
Amy Hepburn
Amy Hepburn
Head of Impact and Philanthropy
Jared Johnson
Jared Johnson
Wealth Advisor, Director
Hannah Kim
Hannah Kim
Chief Compliance Officer & Director of Client Service Operations
King Lip
King Lip
Chief Strategist & Partner
Jerry Luff
Jerry Luff
Chief Operating Officer & Partner
Nicholas McInnis
Nicholas McInnis
Senior Investment Associate
John Montgomery
John Montgomery
West Group Real Estate Consultant
Melissa Montgomery
Melissa Montgomery
West Group Real Estate Consultant
Stephen Morris
Stephen Morris
Client Service Operations Associate
Tom Ngo
Tom Ngo
President & Partner
Gerry O’Connell
Gerry O’Connell
Director, Tax Planning
Tracy Pham
Tracy Pham
Senior CS Operations Manager & Senior HR Specialist
Tom Piro
Tom Piro
Wealth Advisor, Director
Sheila Rabaut
Sheila Rabaut
Wealth Advisor, Director
Celso Rodrigues
Celso Rodrigues
Operations Associate
Hetal Saki
Hetal Saki
Senior Wealth Advisory Manager
Scott Stephens
Scott Stephens
Wealth Advisor, Partner
Andrea Tecson
Andrea Tecson
Senior Client Service Operations Associate & Marketing Associate
Tanya Welch
Tanya Welch
Wealth Advisor, Managing Director
Sylvia Xu
Sylvia Xu
Client Service Operations Manager
Credentials & Oversight

Experience and Knowledge Meet Transparency and Integrity.

BakerAvenue is a registered investment advisor regulated by the SEC whose mission is to protect investors and maintain the integrity of the securities market. Under the strict SEC rules, registered investment advisors we have a fiduciary duty to our clients. This is a moral and a legal obligation to place a client’s interests ahead of our own.

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.