Team

Ian S. Baker is CEO of PRB Wealth Management, a national leader in financial services. Mr. Baker, a UK Chartered Accountant, moved to the United States in 1984. He spent the next several years in leadership roles in the retail and...

Denzil Dias is the Senior Vice President of Investments and Wealth Management at PRB Wealth Management. Mr. Dias joined PRB Wealth Management in 2003 as a Sales Associate in the Investment and Retirement Planning Division. He was...

Daniel Baker is the Director of Business Development at PRB Wealth Management. He is directly responsible for building strategic industry and client relationships through effective communications that aim to deliver strong revenue...

Bibi Roopan joined PRB Wealth Management in 2006. She worked closely with Ian S. Baker – President, in managing client services and operations. She was then promoted to Manager of Investment Operations in 2013. Ms. Roopan works...

Bill Hart has worked in financial service for over 39 years. He began his career at Merrill Lynch then went on to work for AG Edwards & Sons for 25 years. There he was a Vice President, specializing in institutionalized Fixed Income...

Heather Alexander joined PRB Wealth Management over twenty years ago specializing in Pensions, Life Insurance, and Long-Term Care. Mrs. Alexander works closely with founder Peter C. Browne as an executive assistant and shares the...

Marc C. Harary is a Financial Advisor at PRB Wealth Management. For the past 14 years, Marc has helped individuals, families, and businesses work towards achieving their financial goals through a holistic approach to financial planning...

Diane joined PRB in 2018 and is currently PRB’s Director of Non-Profits working closely with the Corporate Benefit team to deliver health and retirement products and services dovetailed to nonprofit organizations.