2022 Srb Advisors David W Shotwell

David W. Shotwell

Our role, as financial planners, is to help you connect your money to what you value in life, and then help you make financial decisions to make that connection a reality, both for the present and the long – term.
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2022 Srb Advisors Nick Nauta

Nicholas F. Nauta

To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a fee-only financial planner, my goal is to help you live the "rich life".
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2022 Srb Advisors Amy Gauden

Amy Gauden

My priority is to make sure every client’s needs are addressed and help to assist them achieve their financial goals.
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2022 Srb Advisors Jeff Rutter

Jeff Rutter

As the financial planning industry continues to evolve, our firm does, too. However, we are still committed to the "kitchen table" approach that is our firm's roots.
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2022 Srb Advisors Kirt Runyan

Kirt Runyan

Kirt joined Shotwell Rutter Baer in September 2021. He brings over 25 years of extensive Administration/Customer Service experience, having retired from the U.S. Army / Michigan Army National Guard in June 2018. After his retirement, he contracted with the Michigan National Guard for three years as an Administrative Specialist for the Recruit Sustainment Program. Prior […]
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2022 Srb Advisors Ashley

Ashley Sajor

Ashley graduated from Michigan State University in 2022 with a degree in Finance. She began her career as an intern at Shotwell Rutter Baer in the summer of 2021. This internship solidified Ashley’s aspirations of working in a profession where she can help people achieve their dreams. What she loves most about a career in […]
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2019 Shotwell Rutter Baer 28

Elizabeth Baer

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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