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Team

At TBAER Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Thomas Baer

Founder and President

(814) 459-6669

[email protected]

Tom Baer was raised in Louisville, Kentucky. The son of a CPA and a teacher, Tom learned very early the value of hard work. In 1977, Tom graduated from Miami University, in Oxford, Ohio with a Bachelors degree in Marketing Management....

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Michael Baer

Financial Professional

[email protected]

In 2017, Michael Baer joined the TBaer team and is an integral part in helping Tom guide individuals and families to help achieve their financial goals. Michael attended the University of Kentucky and holds his Series 7 and Life...

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Penny Heeter

Administrative Assistant

800-731-6669

[email protected]

Penny was born and raised in Erie, Pennsylvania and continues to live here with her husband raising their two children. She is a graduate of Mercyhurst University and majored in Fashion Merchandising. Penny is the administrative...
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