Meet Our Team
What does financial well-being look like? At Wealth Teams Alliance, we know everyone’s view of financial well-being is truly unique, so our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals. Wealth Teams Alliance is a group of experienced fiduciaries helping investors reach their goals with a time-tested process built on six decades of academic research and evidenced by five Nobel prizes.
Our Wealth Coaches are passionate, skilled professionals who become part of your family.
Founder
Principal/Owner
Executive Board
Todd Baker
Chief Operations Officer
Ivy LeForbes
Director of OperationsWealth Coaches
Michael J. Lockitch
Wealth Coach, IAR
