In this episode, we explore how a passion for helping others was shaped by an unconventional childhood. Gary Baker, President and CEO of Undivided Wealth Management, shares candid stories about growing up with young parents in a chaotic environment, and how the unwavering love he received became the foundation for his resilience and people-centric leadership style. Together, Lisa and Gary reflect on the power of embracing adversity, the importance of community, and the life-changing impact of servant leadership. Tune in for inspiring insights on turning life’s challenges into your greatest strengths and discovering the “something extra” within us all.
Bio: Gary Baker, a visionary financial advisor with over 20 years of experience, is dedicated to empowering his clients to lead exceptional lives. As Managing Partner of Undivided Wealth Management and the Founder of Relational Advisor Organization, Gary has developed a unique relational approach that focuses on what truly matters most to his clients. His vision goes beyond financial management, helping individuals and businesses achieve their ideal life purpose through Relational Life Planning. His commitment to holistic financial advice is rooted in understanding his clients’ core values, enabling them to live with purpose and supported by a strong financial foundation.
Gary’s commitment to creating transformational client experiences is evident in his creation of the Undivided Experience Center, adjacent to his wealth management firm. His leadership in the financial services industry has earned him numerous accolades, including recognition as one of the Fastest Growing Advisors to Watch by Advisor Hub in 2022. He has served on several prestigious advisory councils, such as the Kestra Private Wealth Council and the Fidelity Advisor Council. His firm, Undivided Wealth Management, has received multiple awards, including the Humanitarian Service Award, the Partnership and Culture Award, and the Most Innovative Firm honor.
As a board member of the Financial Services Institute, Gary continues to advocate for industry excellence and client-centric financial planning. He also serves as an adjunct professor at Washington University and mentors MBA students at Saint Louis University, reflecting his dedication to shaping the next generation of leaders. Gary holds a B.A. in Personal Finance from the University of Missouri – Columbia and an MBA from Washington University.
Gary is led by his faith and is a devoted husband to Sarah and father of three children, Jack, Charlie and Abbey. They are what is most important to him.
Something Extra: “You just have to love people.”
