Resolute Independent Advisor Blogs

Resolute Independent Advisors is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

about the authors

Brad Harvey  

has been serving his clients for over 20 years in several areas including: financial planning, wealth management, and retirement plans. 

He takes a personalized approach and treats each client as an individual. He delivers customized plans and portfolios that are reflections of their goals, aspirations and values. Brad enjoys helping women in transition gain confidence to manage their financial affairs by increasing their financial literacy. 

The Wealth of Knowledge blog is designed to help educate consumers about financial principles.  Brad uses his unique set of experiences and education to demystify the investment and wealth management process.

Katy Baker  

enjoyed a successful sales career in the early years of the cell phone industry. The majority of this time was spent strategically planning and implementing disaster plans for government agencies. Although this was an exciting and challenging field, Katy’s focus quickly changed to an even more exciting and challenging job: raising two daughters.

During Katy’s time outside of the corporate world, she actively supported many philanthropic initiatives. She was involved in both Junior League of Oklahoma City, as well as The National Charity League in both Colorado Springs and Scottsdale, Arizona. Katy also served as President for two years for the Colorado Springs chapter.

She is excited to leverage her years of community service experience to serve clients and enhance client relations for Baker Wealth Management, Inc.

Todd Baker  

began his career as a financial advisor in 1993. Todd strives to influence and support others, and has spent much of his career in leadership roles and managing the branches where he worked.

As a financial advisor, Todd’s objective is to earn his clients’ trust and respect for the level of service and guidance that he and his team provide. At his prior firm, Todd was consistently recognized as a Director’s Council Member and a Top-Quintile Advisor among his peer group. He is now proud to serve clients through Baker Wealth Management, Inc., a boutique wealth advisory practice.

Todd is excited to use his experience advising clients and managing branches to be a Founder and Managing Partner of Resolute Independent Advisors (RIA).