Extensive Experience in Complex Litigation and Trial Preparation
Background as a Senior Finance and Portfolio Advisor Managing High-Value Accounts
Expertise in Investment Strategy, Risk Management, and Client Advisory
Proven Leadership Overseeing Multi-Million Dollar Construction and Technology Projects
Strong Track Record Bridging Legal, Financial, and Operational Sectors
Licensed Attorney and Registered Investment Advisor
Holds Series 66, Series 7, and General Lines (Life, Accident & Health) Licenses
Juris Doctor (J.D.) from St. Mary’s University School of Law
Bachelor of Science in Political Science from Texas A&M University

Levi Baker

Senior Associate Attorney