Beyond the Spreadsheet

5/23/2024 -

Gary is a visionary financial strategist. He knows that true wealth isn't found in investments and bank accounts. It's in living a life aligned with our deepest values and God-given gifts. Join us as we sit down with Gary Baker, Managing Partner & President at Undivided Wealth Management. Gary credits his faith, BBT, and the story of Nehemiah for inspiring his innovative perspective. Gary's passion is guiding his clients through self-reflective exercises that combine their financial plans with their God-given purpose. In this episode, Gary urges us to consider these life-planning questions: Are my financial decisions aligned with my values and aspirations? What steps can I take to create a legacy that reflects my true essence?

About Gary

Passionate about helping others live exceptional lives, Gary became a financial advisor over 20 years ago.

Early in his career, Gary realized his role in his clients’ personal and professional lives was far more significant than only managing their money. His unbridled commitment to “what is most important” to his clients and his relational approach led him to create Undivided Wealth Management & the Undivided Experience Center. It is his privilege to provide clients with more value and help them achieve extraordinary lives.

Gary is a highly sought-after Thought Leader in the financial services industry. He serves on the Kestra Private Wealth Council and Fidelity Advisor Council.

Gary received his B.A. in Personal Finance from the University of Missouri – Columbia and an M.B.A. from Washington University. Now, as an adjunct professor at Washington University, life has come full circle. Gary is also a Saint Louis University MBA Capstone Mentor.

Gary is a devoted husband to Sarah and father of three children, Jack, Charlie and Abbey.

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In This Series

  1. Undivided Priorities