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J. Coalter Baker

01 David Costello2J. Coalter Baker was born and raised in Austin, TX, and graduated with a degree in accounting from the University of Texas. Since then, Baker has had a very full career and says, “It is so much more than numbers. This is a learned profession that allows us to help people solve problems in their financial lives.”

Over 35 years in public accounting, he primarily works in planning and compliance for corporate, partnership, fiduciary and individual income tax clients. This includes estate and trust administration services. Coalter provides business planning for all entity types and personal financial planning services in the areas of retirement planning, investment portfolio analysis, risk management/insurance planning.

Coalter’s professional licenses and designations include certified public accountant licensed in Texas since 1983 and personal financial specialist as accredited by the American Institute of Certified Public Accounts (AICPA) since 1998.