(814) 459-6669

Team

At TBaer Wealth Management, 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.

Meet Our Experts

Professional financial advisor at TBaer Wealth Management providing investment and retirement strategies, emphasizing teamwork and client service.
Michael Baer, financial professional at TBaer Wealth Management, smiling and wearing a white shirt against a neutral background, emphasizing expertise in financial planning and client service.

Michael Baer

Financial Professional

(800) 731-6669

(814) 217-0417

mbaer@tbaerwealthmanagement.com

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, Series 66, and Life Insurance licenses. He resides in Erie, PA with his wife Danielle, two sons, Kingston and Lachlan, and beloved dog, Pappy.
Penny Heeter, Administrative Assistant at TBaer Wealth Management, smiling against a neutral background, representing the firm's commitment to client service and support.

Penny Heeter

Administrative Assistant

(800) 731-6669

(814) 217-0417

pheeter@tbaerwealthmanagement.com

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 assistant and has been with TBaer Wealth Management since April of 2014. She is responsible for managing daily operations at the office and she also schedules appointments, monitors and schedules annual client reviews, facilitates client service requests, and manages client access to the firm’s wealth management website.

Michael Baer, financial professional at TBaer Wealth Management, smiling portrait in a white shirt, emphasizing his role in guiding clients to achieve financial goals.

Thomas Baer

Founder and President

(800) 731-6669

(814) 217-0417

tbaer@tbaerwealthmanagement.com

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. Tom spent the next ten years working in executive management in major Department Store Retailing. He worked for Lazarus, Bullock’s, Kaufmann’s, and Bloomingdale’s in the capacity of all levels of management. In 1984, Tom married the love of his life, Laine. They are the proud parents of two sons. He was very active in all the boy’s activities making sure not to miss any of their events. Both boys are out of college. Michael has joined the TBaer Wealth Management team and lives in Erie, PA. Drew is in Austin, Texas.

Tom has worked in the financial services business since 1986. His retirement presentations have been widely attended by employees and retirees of Disney, General Electric, Harrah’s, National Fuel Gas, teachers, federal and state employees and many others. His sound, conservative guidance and tax-savings strategies have helped hundreds of clients increase their income, save on taxes, and protect their assets using “Safer Money Solutions”. Tom is passionate about “Safer Money Solutions” and he set up his practice to be different. His ultimate objective is to educate his clients about safer money options (products) which provide a reasonable rate of return. He’s commited to helping clients reach their financial goals using a 5-Step Educational Process.

Summary of Qualifications

  • Series “7” Registration – registration sanctioned by FINRA to conduct business in stocks, bonds, mutual funds, alternative investments, etc.
  • Series “63” Registration – registration sanctioned by FINRA to conduct business in stocks, bonds, mutual funds, alternative investments, etc.
  • Series “65” Registration – registration sanctioned by FINRA to conduct business as an Investment Advisor Representative
  • Fixed Life Insurance License – covers fixed life insurance in the states of Pennsylvania, New York, Ohio, and Florida.
  • Variable Life Insurance License – covers variable life insurance in the states of Pennsylvania, New York, Ohio, and Florida.
  • Health Insurance License – covers health, disability, and long term care insurance in the states of Pennsylvania, New York, Ohio, and Florida.
  • Started Financial Planning and money management practice in 1986.
  • Recognized as an outstanding motivational and educational speaker.