Jeff Baker
Jeff Baker, founder, and CEO of Baker Retirement & Wealth Management PC (BR&WM), has a long-standing commitment to serving residents of Southern Indiana as well as the Tri-state. Jeff married Jane Schnur, who is also a CFP and has taught for Warrick County School Corporation for over 40 years. They have three boys Ben, Joey, and Adam who all work within the business.
Jeff’s education includes a B.S. from Purdue University in Agriculture and M.S. from the College of Financial Planning in Financial Analysis. Before starting BR&WM, he worked for Swanson Nunn Electric as Assistant to the VP of Finance. Prior to this, he worked as controller for Transelectric Supply, Inc and was a Senior Cost Accountant for Consolidation Coal. In the community, he has served on boards for the Warrick County School Corporation, 4-H, United Methodist Youth Home, SIRS, Indiana State Soil and Water Conservation District and Warrick County Soil and Water Conservation District. Professionally, he is a member of the Indiana CPA Association, National Association of Tax Practitioners, and the Institute of Certified Financial Planners.
His licenses and certifications include:
- Certified Public Accountant
- Certified Financial Planner
- Series 6,7, 24 & 65 securities license
- Life & Health Insurance License
- Property and Casualty Insurance License
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Contact Info
Boonville “Baker 261” Tax & Financial Planning Office:
812-479-8866
Boonville Tax Office:
812-897-0917
Newburgh Tax & Financial Planning Office:
812-842-2254
Gibson County Clients:
812-729-7426
Baker Retirement & Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Jeffrey Baker is a licensed registered representative through Vanderbilt securities and licensed financial advisor through Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Vanderbilt Financial Group does not provide tax or legal advice.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures