Owners

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Tracey A. Baker, CFP® | President

Specializing in planning for the modern family and high net worth executives, Tracey Baker is President and Co-Owner of CJM Wealth Advisers, Ltd. Her unique ability to bring the planning process to common ground among couples and to help demystify financial planning and investment issues has made Tracey a sought-after financial advisor in the Washington, DC metropolitan area. Tracey is a Certified Financial PlannerTM professional.

A 1986 graduate of James Madison University with a degree in Communications, Tracey obtained her Certified Financial PlannerTM (CFPCFP ®) practitioner designation in 1997 having completed the required coursework through the College for Financial Planning. She has served as President and Chair of the Financial Planning Association of the National Capital Area (FPA-NCA) and as the National FPA Spokesperson for the Plan for Your Health public education campaign. Tracey was honored with the FPA's 2006 Norma Severns Award for Leadership in recognition of her significant contributions to the association and financial planning profession. Tracey has contributed to numerous media outlets, including the Wall Street Journal, New York Times, Washington Post, Money, Financial Advisor, Parade, Women's World and Financial Planning Magazines.

Tracey has been featured nationally on ABC and NBC News and CBS News Marketwatch as well as locally on WUSA, WTTG and WJLA television (CBS, FOX and ABC affiliates respectively). She is a frequent speaker on money management for working families, retirement planning and college funding techniques and has presented before members of Congress on financial planning issues. Tracey is co-author of Navigating Your Health Benefits for Dummies (Wiley Publishing 2006) - a guide to help the public make wise health benefits decisions as part of their overall financial plan, which is currently in its third edition. Tracey was named by Washingtonian Magazine, one of the area's best financial planners and wealth advisers in 2014.

Tracey's charitable interests include fund-raising for the Juvenile Diabetes Research Foundation and the Foundation for Financial Planning, a non-profit organization devoted to financial education. She was a proud, active volunteer for the Financial Planning Association's Financial Planning Support Center 9-11 Survivor's Project.

Tracey lives in Oakton, Virginia with her husband of more than 26 years, Chip, and has three children. Tracey enjoys contributing to her charitable endeavors in her spare time as well as spending time with her children and retired parents who remain in the area.

Download her book here.

Accolades

    • Norma Severns Award for Leadership - Tracey Baker (2006)
    • Best Financial Planners - Tracey Baker (2014, 2016)
    • Top Financial Planners - Tracey Baker (2013, 2014, 2015, 2016)

Back to Owners