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Michelle Baker

Michelle Baker

Director of Client Services

205.397.2802  mbaker@capitalstrategies.net

As Director of Client Services for Capital Strategies, Michelle specializes in the design and administration of Deferred Compensation and Executive Benefits programs for the firm’s major clients. She has 19 years of experience with the firm.

With an extensive professional background in the insurance industry, Michelle also has experience at Capital Strategies in case planning and design as well as underwriting. She is Series 7, 63, and 24 licensed.

Michelle and her husband, Ross, have two children. Active in her community, she fundraises for causes related to pancreatic cancer and volunteers at the Firehouse Shelter. She enjoys tennis, traveling with her family, spending time at the beach, watching her children’s sporting events and all things Auburn.

Michelle earned a B.S. in Marketing from Auburn University.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.