After starting as a financial advice apprentice in 1986, Scott founded Baldwin Capital Management, Inc. in 1990. Originally, he focused solely on corporate retirement plans, but gradually started to accept wealth management clients...
Head of Retirement Plan Services
Since joining the firm in 2017, Drew has focused on goals-based financial planning, group retirement plan services, and portfolio design. Drew works closely with people of all ages to integrate technology into the client experience and...
Todd specializes in retirement, estate, and comprehensive investment and financial planning services for individuals and families. In addition, he serves and advises companies, and their employees, on their 401(k) and 403(b) plans. His...
Director of Client Experience
A Central Michigan University Graduate, Dan will be responsible for keeping an open line of communication with our clients, while helping coordinate and create new avenues in which to educate and support our clientele as they work...
Degrees Graduate - Arizona State University Graduate - Michigan State University Insurance Institute Graduate - Institute of Business and Finance Designations Certified Funds Specialist (CFS) www.ICFS.com Board Certified in Mutual Funds...
Director Corporate Services
The newest member of the team, Dan Baldwin joined us in November of 2021. Dan will direct our retirement plan client service operations, focusing our efforts to remain the premier provider of financial benefits. Prior to his start at...