Get to Know Our Team - Bo Baker

Happy 11th Anniversary, Bo Baker!

Today we’re celebrating Bo Baker, one of the proud members of Allied’s Glasgow contingency!

Bo wears several important hats at Allied — as an Investment Advisor Representative and an important member of our trading team. He also keeps a close eye on the individual stocks that make up our investment strategies and portfolios, following the details and helping keep things moving with the kind of attention to detail you want on your team.

And, like so many people around here, there are plenty of other hats he wears, too… including some of the literal heavy lifting that keeps things moving at Allied!

One of the things you’ll notice about Bo pretty quickly is how easy he is to visit with. A conversation with Bo can be just the reprieve you need in the middle of a busy day — especially if it involves football and his favorite team, the Los Angeles Rams.

Bo genuinely enjoys helping clients prepare for retirement, understand their investment choices, and develop a savings strategy that makes sense for their individual needs. And when he’s not helping clients or keeping things moving behind the scenes, you’ll most likely find him enjoying his newest and most special role as grandfather to blue-eyed Miles—or spending time at his cabin on Fort Peck Lake, boating, fishing and enjoying Montana.

After 11 years, we’re grateful for everything Bo brings to Allied — his knowledge, his willingness to pitch in, his easygoing personality and, of course, his Diet Coke consumption.

Congratulations on 11 years, Bo! We’re lucky to have you on the team.

📍 Where were you born?

Helena, Montana

📍 Where did you grow up?

Glasgow, Montana

💼 What do you enjoy most about serving clients?

I enjoy helping people save for retirement and helping clients understand what to invest in and what savings strategy is best for their needs.

🤝 What do you enjoy most about working at Allied?

Allied has great employees and owners. I enjoy the people I work with.

🎣 What do you like to do when you’re not working?

I enjoy spending as much time as possible at our cabin on Fort Peck Lake, boating and fishing.

🌊 Favorite Montana or Wyoming destination?

Fort Peck Lake in Glasgow, Montana

🍖 Favorite local restaurant?

Blues Bar-B-Que

🥤 Coffee or tea?

Diet Coke!

📚 Fun fact most people don’t know about you?

I enjoy reading murder mystery books!

Cheers to 11 years, Bo!