Meet Our Team
What does financial well-being look like? At Wealth Teams Alliance, we know everyone’s view of financial well-being is truly unique, so our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals. Wealth Teams Alliance is a group of experienced fiduciaries helping investors reach their goals with a time-tested process built on six decades of academic research and evidenced by five Nobel prizes.
Our Wealth Coaches are passionate, skilled professionals who become part of your family.
Executive Board
Ellen Baker
Administration
Todd Baker
Chief Operations Officer
Ivy Glover
Director of OperationsWealth Coaches
Michael J. Lockitch
Wealth Coach, IAR
