2295 Parklake Drive
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Owner and President
Lee Baker, CFP® began his financial planning career while still an undergraduate student at the Georgia Institute of Technology. Lee graduated from Georgia Tech in 1990 with a Bachelor of Science degree in Industrial Engineering. His passion for helping people achieve financial security combined with a desire to bring a little bit of "Wall Street" to "your street" led him to establish Apex Financial Services.
When Lee is not working with clients he is leading positive social change as the President of AARP Georgia. In addition, he is currently chair of the Advisory Board for the financial planning program at Clark Atlanta University where he contributes to the future of the planning profession by helping to mold the planners of tomorrow. Lee remains active in his community as a member of the Georgia Tech Alumni Association Board of Trustees, the Financial Planning Association and his church where he is currently Chair of the Trustee Ministry at Antioch Baptist Church North.
Lee has been recognized as one of the Top Wealth Managers in Atlanta, as published by Atlanta Magazine for 2014, 2015, and 2016. He was also honored in 2016 as one of Atlanta Business League's Men of Influence. For his contributions to the financial planning industry, Lee was the recipient of the 2016 Honors Award from the Financial Planning Association of Georgia.
Lee is the past president of the Georgia Chapter of the Financial Planning Association and served on the National Board of Directors for the Financial Planning Association from 2008 - 2010. He also served as the President of the Georgia Tech Black Alumni Organization from 2013-2015. Lee is frequently quoted in various publications including Black Enterprise Magazine, the Wall Street Journal, Kiplinger's, Christian Science Monitor, and Financial Planning Magazine. He also writes a column for MarketWatch.
Lee is married to his high school sweetheart and the proud father of two beautiful girls.
Bill is a former President and CEO of the Atlanta Life Insurance Company. Before joining Atlanta Life, Bill served as the Co-Founder, Chairman and CEO of Dobbs, Ram & Company, a FinTech company, which was a sub-contractor engaged by the Internal Revenue Service (IRS) to develop and maintain the IRS “E-Filing” system.
“Bill’s comprehensive knowledge of the industry makes him an invaluable asset to Apex Financial Services,” said Lee Baker, CFP®, Apex Financial Services President and Senior Financial Planner. “Bill’s specialized talent allows him to understand clients’ complex financial matters to assist them in reaching their financial goals. Also, his robust background in insurance and financial audits enables him to help clients understand the importance of planning for their financial futures.”
Bill earned a bachelor’s degree in Business and Mathematics from Morehouse College, a Computer Sciences degree from the University of Michigan and an MBA from the Wharton Business School at the University of Pennsylvania.