Daniel C Baker, CFP®, CLU®, CLTC®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Ashley Boerstler

Ashley Boerstler

Associate Wealth Management Advisor
Office 713-333-5003

Ashley is a graduate of Texas A&M University with a Bachelor of Business Administration in Finance. As the senior Associate Wealth Management Advisor to Dan Baker, Ashley is integrally involved in client case preparation, leading client meetings and events, and addressing client inquiries of all types. Ashley also coordinates client financial planning and the client review process for a select group of clients. Ashley has been with the Team for over 15 years.

Lizbeth L Baker

Lizbeth L Baker

Office 713-266-0775

In her role as Assistant to Dan Baker, Liz´s primary focus areas include office management and client care.  Frequently involved in Client Review meetings, Liz maintains securities licenses to better serve our clients.  Liz, a former litigator, has a Bachelor of Arts degree in English and a Master of Arts degree in Literature both from Baylor University.  She received Juris Doctorate from the Southern Methodist University Dedman School of Law.

Liz has served on the Board of the Baylor University Women´s Association of Houston and serves on the Baylor University Development Council.  She is actively involved in a range of volunteer activities at Second Baptist School, where her son attends 11th grade.


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