About Baughman Financial Group, Inc.

 

 

Baughman Financial Group, Inc. is an independent financial services firm committed to helping people pursue their financial goals. We offer broad diversification across many asset classes and investment styles. Baughman Financial Group, Inc. provides an open platform of purpose-based investment strategies designed for all of your financial needs, preferences and objectives, seeking to bring an added level of sophistication to your investments. We strive to give you greater say and more tools to optimize your portfolio for a more customized, tailored approach for pursuing your financial goals. 

 

Howard Baughman, Principal of Baughman Financial Group and LPL Financial Advisor -  Howard has been providing clients with financial guidance for over 20 years.   He maintains the Series 7, 24, 63 and 65 securities registrations through LPL Financial, as well as life and health insurance licenses, and is a Registered Representative of LPL Financial.  Howard lives in Hunter's Green with his wife, Julie and two boys. 

 

 

 

Lindsey Shupe, Office Manager -  Lindsey has been with Baughman Financial Group since February of 2018. She has an Associates Degree in Business Administration and is currently completing her Bachelors in Finance at the University of South Florida. Lindsey came to the firm with over ten years of customer service and management experience. Since starting with Baughman Financial group Lindsey has completed her General Securities Representative exam (Series 7), Investment Advisor exam (Series 66), and General Securities Principal exam (Series 24) with registrations held through LPL Financial, and is licensed for life, health and variable insurance products in the state of Florida. Lindsey is also a notary public. She enjoys interacting with clients and providing the best possible client experience. 

 

Ashley Barthelette, Client Services -  Ashley joined Baughman Financial Group in April of 2021. She graduated from the University of South Florida with a Bachelor's degree in Psychology. Ashley is passionate about providing excellent service and creating positive experiences for our clients. She is excited to learn more about the financial industry and grow her knowledge along with the business.

 

 

 

Brian Baughman, Intern -  Brian began with Baughman Financial Group in May of 2021. He is currently a student at the University of Florida majoring in finance. He plans to pursue a career in the financial industry. He is working as an intern during the Summer of 2021 to learn more about financial planning and the different aspects of being a financial advisor. Brian has enjoyed learning under his father, Howard Baughman, and is looking forward to gaining a valuable experience during his time at Baughman Financial Group.

 

 

 

Connor Nicholson, Intern  Connor is interning at Baughman Financial Group for the Summer. He is attending the University of Florida, majoring in Finance. He is excited to pursue a career in this industry and is learning everything he can before returning to UF this Fall.