What we believe:
The clients’ best interest always comes first.
Managing wealth is more than just managing investments.
Investor behavior has a tremendous impact on investment success.
People should be treated with dignity and respect, regardless of their financial situation.
Everyone should live out their dreams. Money is simply a tool to help accomplish this.
Kenneth J. Baer, CFP®, CEPA
Sr. Wealth Manager, Managing Partner
Kenny has nearly 20 years in the wealth management/financial planning fields, having joined Baer Wealth Management shortly after graduating from college. Kenny's work has been published in Investment Advisor Magazine, Nerd Wallet, Ignite/Fund Fire, and Chattahoochee Plantation Living. He has previously hosted the weekly financial talk show The Baer Facts on Atlanta's Newstalk 1160 am, had a regularly scheduled segment on The Voice of the Arts 1690 am and has been a featured guest on Atlanta Business Today. In 2017, he published the e-book "One Shot" which can be read here.
Life Focus: Relishing his family, golfing with his father and brother, playing tennis and enjoying life to the fullest. Kenny loves the University of Georgia Football and can recite the score of most every game attended. Kenny is passionate about serving others which is evident through his commitment to Children’s Restoration Network as a board member and the Georgia Innocence Project.
Lisa Kay Helin, CFP®, CPA®
Personal wealth advisor
Lisa's impact on our clients' lives goes beyond financial planning, investments, tax mitigation, wealth transfer, and charitable giving. She is passionate about guiding individuals through major financial transitions and providing the support needed to confidently navigate a new phase of life. Her thoughtful and disciplined approach empowers them to achieve everything important to them.
Professional Journey: Lisa joined Baer Wealth in 2019 and made an immediate impact. A CPA by training, Lisa spent the first 28 years of her career working in public and corporate tax and accounting, with the last 22 leading the Finance, Tax, and Accounting department of an international pharmaceutical company. A corporate acquisition forced Lisa into “early retirement,” but fortunately, it was brief and led her to Baer Wealth. Seeking her next big life transition, Lisa found a unique opportunity to combine her technical abilities with her passion for supporting others in financial services at Baer Wealth. Demonstrating her unwavering commitment to the wealth management industry, in 2021, she obtained the prestigious CFP® Certification, an uncommon achievement in this sector.
Life Focus: Lisa's life is not just about her professional achievements. She lives in East Cobb with her husband, Robert, a retired commercial airline pilot. As a native Texan, she's an Aggie through and through. She loves to cook, watch football, spend time with her friends, and most importantly, create irreplaceable memories with her three grandchildren. These personal interests and family connections shape her approach to wealth management, making her a relatable and trustworthy advisor.
Mackalie Davidson
client service specialist
Mackalie joined the Baer Wealth team in the spring of 2023. After graduating from the University of Georgia, Mackalie moved to Nashville to pursue music fulltime. Longing to be back in her Georgia roots, she began a career in field marketing with a focus on customer relations. As a next chapter, Mackalie sought after a change in industries and landed at Baer Wealth. Her warm personality and ability to problem-solve proved her obvious fit for this role. She is meticulous and detailed, overseeing much of the day-to-day client servicing in addition to helping with the operations of the firm.
Life Focus: Mackalie was raised in East Cobb and is currently residing here. Mackalie spends her time making music, watching Georgia Bulldogs football, and socializing with friends and family.
