David W. Shotwell

David W. Shotwell

Certified Financial Planner™

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and a director of the Michigan Financial Planning Association.

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Elizabeth Baer

Elizabeth Baer

Planner Emeritus, Certified Financial Planner™

The firm was founded in 2001 by Elizabeth Rutter Baer, CFP®. Beth, a graduate of Albion College, has been involved in the financial services industry since 1995. She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the Greater Lansing Estate Planning Council.

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Jeff Rutter

Jeff Rutter

Associate Financial Planner

Jeff Rutter joined Rutter Baer Inc in July 2015. Previously he worked for Chartwells Higher Education at Olivet College in Olivet, MI. Jeff is a graduate of Michigan State University. He manages our Lansing office and has begun the coursework to become a financial planner.

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Amy Gauden

Amy Gauden

Administrative Assistant

Amy Gauden joined our team in early 2016. She has an extensive background in client support for several financial service firms. Amy and David have worked together at two previous firms, and we are excited to have Amy’s experience available to help us provide the best service possible for our clients.