Joshua Baeza

OVERVIEW

My passion is striving to provide world-class service for you and your family. I enjoy working with individuals who take their financial security seriously. My goals are to exceed expectations, build strong relationships, and be accessible. If this resonates with you, I’d be proud to serve you.

My roots are in El Paso, TX where I spent my adolescent years playing competitive hockey. I played for Coronado High School, the El Paso Rhinos, and the UTEP Hockey Club. My home and hockey families are near and dear to my heart. My passion for Financial Planning began when I attended “Financial Peace University” with my parents. I will never forget the confidence, connection, and drive my family gained by forming a goal together and creating a plan to achieve it.

In 2018, I graduated from the University of Texas at El Paso with a Bachelor of Science in Finance and Accounting. I then entered the financial services industry in 2019 as a Customer Service Representative at Prudential. Advancing through several positions over 5 years, my responsibilities culminated in an Operations Project Manager role. In 2024, Benjamin F. Edwards offered me the opportunity to become a Financial Advisor. This enabled me to assist individuals and families by crafting plans in pursuit of their hopes and dreams. I value the long-term relationships that deepen as we make progress and adjust to life’s changes.

I currently live in Hemlock, MI with my beautiful fiancée Cheyanne and our 5-year-old son Xander Ray. We really enjoy watching Xander play soccer, golf, and hockey here in Mid-Michigan. We also love spending time with friends and family exploring this incredible state we call home.