Michael Baer CTS®
I got into this industry through what I can only describe as divine timing. While I was working in banking in Pennsylvania, an unexpected opportunity in Charleston opened the door to a new chapter in my life, both professionally and personally. What started as a career change became something much deeper: a purpose-driven calling to help families navigate one of life’s most important seasons.
Today, I help families think through complex financial decisions in a practical, efficient way. I take pride in my problem-solving, especially in using investments wisely, creating income strategies and avoiding unnecessary tax burdens. My goal is to help people use their money as a blessing for their families and as a legacy that can carry forward for generations. I also believe one simple truth guides good financial planning: no rate of return is worth your rest at night.
I hold insurance licenses in life, accident, health and annuities. I have also passed my Series 65 securities exam and hold the Certified Tax Specialist™ designation.
Along with my time in banking, I spent time with Geek Squad and even played professional Ultimate Frisbee in Philadelphia and Raleigh. Each experience taught me lessons I still carry today.
My life centers on faith and family. My wife, Jackie, and I are raising our four children, Lily, Emma, Aden and Ava, in Mount Pleasant, alongside our rescue dog, Callahan. Jesus is at the center of everything we do, and that perspective shapes how I live and how I serve.
