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Co-Founder and Director of Sales

Catherine Baker is a talented and successful sales executive and has been delivering consistent results in the financial services industry for 27 years. 


Her greatest strengths are her creativity to innovate selling strategies to meet market demands, determination to deliver results and her unique ability to create demand. 


Catherine has driven sales/business decisions with several start-up teams that changed the financial industry in the way advisors deliver solutions to their clients. 


She thrives on challenges, particular those challenges that arise where markets never existed.  Her most recent project involved an elite sales group that created a new market which reshaped advisors/client’s views on accessing their longevity risks. 


Catherine shares her talents in the non-profit world as well. She currently is on the board of a new museum start-up in the Beaver Falls, Pennsylvania called Neighborhood North: Museum of Play. 


Catherine has a B.S. in Accounting from Wheeling Jesuit University.  She has several financial licenses and designations.  She has been consistently recognized for Chairman’s Council throughout the years.



Co-Founder and Chief Content Officer

Beth is an accomplished and innovative business professional with an entrepreneurial history. Her unique skill set is a major differentiator in the market place.


Academically, she holds her undergraduate and graduate degrees in social work from Catholic University and Adelphi University,respectively. 


Experientially, she’s been in the business world for 20 years maintaining a top 5 national sales leader and consistently exceeding sales goals and expectations in the most difficult markets and with the most prestigious accounts. 


As a sales manager and as an individual contributor, Beth has a proven track record of increasing profits by developing significant relationships and being an expert communicator. She uses natural leadership skills and entrepreneurial spirit to forge profitable opportunities.


Earlier in her career, she began her own Executive Coaching business supporting Fortune 200 business executives and sales managers. She has an uncanny ability to be kind, direct and supportive while driving sales. She has extensive sales experience in financial services and insurance industries.


A fierce triathlon competitor, Beth embraces her true passion – combining business and the soul and coaching people to realize true potential.