Who We Are
Who We Are
Our business is people. Find out more about us.
About
Learn more about the history of GB Financial.
Leadership
The GB Financial Group is a close knit team of partners.
Gwen K. Baker – Co-Founder
Bracknell E. Baker, CFP®, CLU®, ChFC® Co-Founder and Managing Partner
Caleb S. Baker, CLU® – Managing Partner
Jackie Peters – Director of Case Management
Our Philosophy
We are more than our people; we’re also our philosophy.
What We Do
What We Do
GB Financial analyzes, educates, structures, implements, and manages. Find out more.
Education
Education is the ethos and the foundation of GB Financial.
Long-Term Management
The GB Financial Group differentiates itself from the market.
Technical Expertise
The GB Financial Group has extensive experience and technical expertise.
Implementation
Successful implementation is the product of experience.
Our Thought Process
Our Thought Process
Case Studies
Read through GB Financial’s case studies.
Financing Life Insurance Series
White Papers
GB Financial’s white papers are based on industry-leading research.
Our Commitments
Windward Capital Partners
Contact
BOSTON
16 Prescott Street
Suite 250
Wellesley, MA 02481
(781) 237-4657
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