Bethanie Baker

Client Service Advisor

Bethanie graduated from The University of Houston with her BBA in Finance and a certificate in Personal Financial Planning. Bethanie joined the Granite Harbor family in Spring 2024 as a Client Service Advisor, following 3 years of industry experience including being a holistic financial planner. In her previous planning capacity, she specialized in tax optimization and employer-plan benefits. She is currently studying for the CFP® exam after obtaining her Investment Adviser Representative license in 2022. Bethanie also comes from an RIA operational background, helping streamline client accounts and internal processes.

Bethanie approaches her work from a thorough and analytical perspective while striving to maintain utmost empathy for others. She values serving others first, forming long-lasting and meaningful client relationships with those seeking help. Bethanie finds success by playing a role in refining client financial solutions alongside the Granite Harbor team, ultimately creating more time for clients and their families.

Bethanie lives in Uptown with her wonderful fiancée, Caleb, and their Scottish Fold kitty, Prince Leo. She enjoys spending time with family, traveling, wedding planning, and staying up to date on the latest superhero shows. Bethanie also has a passion for helping keep our oceans clean and actively supports whale and dolphin research organizations.