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Baldwin & Associates

Mary Ellen Baldwin, CFP®

Principal Financial Planner

Education

Mary E. Baldwin is a Financial Advisor and Wealth Manager who enthusiastically enjoys working closely with clients. Together we create, implement and monitor custom financial plans that provide a roadmap that results in peace of mind.

As a Certified Financial Planner, Mary is a 20+ year member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization of fee-only, comprehensive financial planning professionals. As the founder of Baldwin and Associates, she is a Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission (SEC).

Mary currently serves on the board of Neighbor Up Brevard and is a past President of the Brevard County Estate Planning Council. Mary has participated in board activities for the Florida Institute of Technology Women’s Business Center, Cancer Care Centers of Brevard Foundation, Children’s Home Society of Florida and South Brevard Chapter of Habitat for Humanity. Mary is an outdoor enthusiast with hobbies that include bicycling, tennis, kayaking, rollerblading, and snorkeling.

Masters of Business Administration

Florida Institute of Technology

Dottie Bourlier has always had a passion for Financial Planning and after 20+ years in banking, she took the leap of faith and pursued her new career. While completing the requirements for the CERTIFIED FINANCIAL PLANNER™ professional designation, she joined the team at Baldwin & Associates.  The collaborative and confidential work environment enabled Dottie to share her passion for helping people.

Prior to joining the team at Baldwin & Associates, Dottie served as the CFO of a multi-billion dollar credit union while raising six children. An opportunity at Space Coast Credit Union brought her to the Space Coast and after nine years, Dottie met Mary for a walk in the park and the rest is history!

​Dottie is serving as Secretary of the Brevard County Estate Planning Council and is a member of NAPFA. She completed a full marathon, enjoys all outdoor activities, especially biking, swimming and running, and finds her greatest joy in spending time with her children and grandchildren.

Dottie Bourlier, CFP®

Financial Planner

Education

 Masters of Business Administration

Webster University

Jody Jacobs joined Baldwin & Associates in 2009. She manages the day-to-day operations serving as liaison between the firm and custodians. Her prior career experience includes accounting and event planning.

Jody enjoys camping, bicycling and organizing activities for family & friends.

Jody Jacobs

Director of Operations

Education

Computerized Accounting Program

Southwestern College of Business

 

After passing the CPA exam in 1989 Zee worked in public accounting at a local firm.  Zee has worked in accounting and operations at Baldwin and Associates since 2005.

  

Zee enjoys spending time with her family, bicycling, hiking and reading.

Zee Tenewitz

Operations

Education

Bachelor of Science in Finance

University of Florida

Candy Heeschen brings over 25 years of experience working in the office of two financial planning firms. Candy joined Baldwin & Associates in 2017 where she is responsible for client account set up and servicing. 

Candy is a fifth generation Floridian who enjoys walking with her husband and two beagles, bicycling and living near the beach.

Candy Heeschen

Operations

Education

University of South Florida