Our Team

A major determining factor in your ability to work toward your goals, is getting the proper advice.

With industry accreditation and years of collective investment experience, our proficient team of investment professionals work together to address the distinct goals of each client.

You might recognize some of our principals from their high profile work and engagement with the St. Augustine community. Our agency is well known for its local involvement through memberships, board appointments and volunteer opportunities and for giving back to the community through a number of civic and philanthropic endeavors. In fact, over the years, we’ve had on staff at ThompsonBaker two mayors, multiple Flagler Hospital trustees, Rotary and Kiwanis presidents, Boy Scout leaders and Chamber of Commerce board members.

Alan Bratic, CFP®

President & Financial Advisor
abratic@ceteraadvisors.com

partners_alanEducation: Flagler College, B.A., Finance & Economics, 1997, Florida State University, CERTIFIED FINANCIAL PLANNER certification, 2003

Prior to joining ThompsonBaker in 2000 as a Financial Advisor and Manager of the Financial Services department, Alan worked for Banc of America Investment Services. He has over 19 years of experience and holds his securities Series 7, 24, 63, and 65 registrations and is licensed with the State of Florida Department of Insurance to transact health and life insurance. Alan is originally from Croatia and is married to Erin and has 3 children.

Professional & Community Involvement:

Member, Million Dollar Roundtable
President, Flagler College Athletic Boosters
Past-President, St. Augustine Kiwanis Club

Justin Dolan

Financial Advisor

justin_dolan-7-LEducation: Flagler College, B.A., Business & Economics, 2005

Prior to joining ThompsonBaker as a Financial Advisor, Justin worked for Fifth Third Bank as an Investment Executive and prior to that as a Financial Advisor at Wells Fargo Advisors. He has over 9 years of experience and holds his securities Series 7, 66, and 31 securities registrations and is licensed with the State of Florida Department of Insurance to transact health, life, disability, and long-term care insurance. Justin is local to St Augustine, Fl., is married to Elizabeth and has one child.

Professional & Community Involvement:

Master Mason, Lodge 829 (Present)
Vice President of the St. Augustine Lighthouse Tower Club (2013-2015)
Member of BPOE Elks Lodge #829 (Present)
Big Brothers Big Sisters (2009-2013)
St. Augustine Fl. Shriner – 2015-present

Greg Baker, CLU

Chairman

partners_gregEducation: Florida State University, B.S., Risk Management/Insurance, 1969 Boston University, M.S., Insurance Management, 2006

Greg joined ThompsonBaker in 1970 and serves as Chairman, Commercial Lines Account Executive, and Agency & Financial Services Partner. Greg is married to his high school sweetheart, Lillian, and has 5 grandchildren.

Professional & Community Involvement:

President’s Council of Flagler College
Active Member, St. Augustine Kiwanis Club
Former Mayor of St. Augustine
Past-Chairman, Board of Flagler Hospital
Past-Chairman, Florida Association of Insurance Agents (FAIA)
Past-President, St. Augustine/St. Johns County Chamber of Commerce

Adrienne Merza

Financial Services Account Manager

Education: Gannon University, B.A., Communications, 2000

Adrienne joined ThompsonBaker in 2016. She holds her 215 Life, Health and Annuities license with the State of Florida Department of Financial Services. Adrienne is a new resident here in Florida and is enjoying the sea, sand and salt life.

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