Owners

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. 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)

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