Who we are

Bracknell E. Baker, CFP®, CLU®, ChFC® – C0-Founder and Managing Partner
Bracknell attended University of California at Berkeley and Trinity College, Hartford, CT where he graduated with a BA  in  Economics and History. He was a member of the US National Rowing Team in  2006,  coxing the Lightweight Men’s eight at the world championships.

 A member of AALU, NAIFA, and the Boston Estate Planning Council, Brack holds the FINRA Series 7, 63, and 65. He is a Certified Financial Planner, CFP® Professional. He received his Chartered Life Underwriter® (CLU®) and his Chartered Financial Consultant® (ChFC®) designations from the American College. Brack is a frequent speaker at industry conferences due to his expertise in structuring life insurance solutions for long term planning with a specific focus on the ultra-affluent. Brack oversaw the expansion of the GB Financial Group as well as the development and launch of its fully integrated lending platform, Windward Capital Partners, LLC.

Brack and his wife Jennifer live in the Beacon Hill neighborhood of Boston where they are involved in the local community. He serves on the Race Committee for the  Head of the Charles Regatta, currently serving a two year term as Co-Race Director.

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