Our Management Team

Aimee Baehr is a Senior Investment Advisor for TA Capital. In this role, she manages the TA Capital Passive Choice Solutions™ research, analysis, and reporting assignments for client relationships. Mrs. Baehr has over 18 years of experience in financial services, including experience as a registered representative and financial advisor at Sagepoint Financial – where she passed the Series 63 and Series 65 exams – and experience at Raymond James Financial – where she passed the Series 7 exam. Mrs. Baehr earned a bachelor’s degree in Economics from Rowan University. Mrs. Baehr has been quoted in the Wall Street Journal and is a member of The Financial Planning Association. She’s Certified Financial Planner™, and was awarded the Nauheim Merit Full Scholarship by The College for Financial Planning. Mrs. Baehr and her husband Christopher have two children, Leah and Adam, and are actively involved in their church and their children’s sports teams.