Southlake, TX Office

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Sanden Leavers is a financial advisor at BakerAvenue in Southlake, TX, holding a Series 65 designation with one year of industry experience. Prior to joining BakerAvenue in 2025, Leavers was unemployed and has no prior advisory work history. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, along with tactical asset allocation.

Austin Roesler is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with BakerAvenue in Southlake, TX, and has previous experience at firms including Charles Schwab Bank, TD Ameritrade, and Ameriprise. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, generally on a discretionary basis. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers services such as tax and estate planning, philanthropy, and trustee oversight.

Jonathan Bernstein is a CFP® professional with 15 years of experience in the financial services industry. He is currently with BakerAvenue Asset Management, LP and has prior experience at Charles Schwab and Fidelity in both advisory and brokerage roles. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Joseph Lesnick is a financial advisor at BakerAvenue with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Charles Schwab and Scroggins Advisory Strategies. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth, and institutional clients. The firm employs various investment strategies that combine tactical allocation, quantitative analysis, and fundamental research, and it offers a broad range of services including tax and estate planning, philanthropy, and concentrated stock management.

Scott Stephens is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2009. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment process that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.