Wall Street Solutions with Main Street Values!
Great Lakes Wealth is Expanding!
We are excited to announce the continued growth of our firm with the hiring of the newest member of our Great Lakes Wealth team – Mrs. Gongju ‘Zoe’ Baek!
Gongju ‘Zoe’ Baek is a Wealth Advisor at Great Lakes Wealth in our Northville office. With over ten years of industry experience, Zoe’s primary focus is developing client relationships based on integrity, accountability, and exceptional services. Working as an advisor to GLW’s clients, Zoe incorporates both the firm’s goals-based financial planning approach along with GLW’s proprietary and other investment strategies to help clients build, manage, and distribute their wealth with the ultimate goal of achieving their unique planning needs.
Zoe graduated from Daegu National University of Education in South Korea where she earned her bachelor’s degree in Elementary Education. Zoe holds her series 6, 7, 63, and 66 securities licenses, plus Life and Health insurance and variable contracts.
Zoe actively serves as President of the Korean American Women’s Association (KAWA), Vice President of the Council of Asian Pacific Americans (CAPA), and an Advisory Board Member of the Korean American Community of Metro Detroit (KACMD).
When Zoe isn’t working with clients, she enjoys participating in outdoor activities like golf and visiting art exhibits. She is married with two sons and lives in Okemos.
The addition of Zoe to the Great Lakes Wealth team represents yet another piece of the firm’s overall wealth management commitment to clients – bolstering advisory expertise, execution capability, and service excellence.
OUR FIRM – GREAT LAKES WEALTH
At Great Lakes Wealth, our mission is to deliver Wall Street Solutions with Main Street Values! We specialize in managing wealth for affluent families, as well as profit and not-for-profit institutions. Our approach is different – we understand that investors have options of whom to work with, so we strive to deliver the following to our clients on a daily basis:
- Better investment returns than at other firms.
- Lower fees than at other firms.
- Better service than at other firms.
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We proudly welcome Zoe to our growing team! Please take a moment to say, “Hi!” during your next call or visit in the office.
If you’re not yet a GLW client and are interested in becoming one, please call our office at (248) 378-1200 to learn more.
We appreciate your continued support & confidence in us. Thank you!