Together we can construct a plan to pursue your financial goals.

Glenn W. Baumer, CFP®, CPWA®, CIMA®

Managing Director, Wealth Management Advisor

Christopher S. Baumer, C(k)P®, CPFA®, CPWA®

Vice President, Wealth Management Advisor

Breanne N. Pfeffer, CRPC™, RICP®, ChSNC®

Assistant Vice President, Senior Business Manager

Tiffany A. Nguyen, CRPC™

Registered Wealth Management Client Associate

® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. C(k)P ® is a registered trademark of The Retirement Advisor University, Inc. CRPC ™ is a registered service mark of The College for Financial Planning. The RICP® is the property of The American College, which reserves sole rights to its use, and is used by permission. © 2023 Bank of America Corporation. All rights reserved. | 5638158 | 05/2023