The Currency of Knowledge Podcast

Empowering Families

CNB Wealth Management Season 1 Episode 12

Meet Holleigh Baker from our Wealth Management team, who has a specialized designation as a Chartered Special Needs Consultant.  With a passion for bridging gaps in resources, Holleigh helps families navigate the complexities of special needs trusts, government benefits, and investment strategies tailored to unique circumstances. Her person-first approach ensures clients feel heard, valued, and empowered to make informed decisions. Dedicated to providing clear guidance and compassionate support, Holleigh and her team are here to help families build brighter futures