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Our Team

Jeff Baker | Founder | Baker Retirement & Wealth Management

Jeff Baker

Founder & CEO
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Ben Baker | President | Baker Retirement & Wealth Management

Ben Baker

President
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Joey | Vice President | Baker Retirement & Wealth Management

Joey Baker

Vice President
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Adam | Accountant | Baker Retirement & Wealth Management

Adam Baker

Staff Accountant
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Kelly | Client Manager | Baker Retirement & Wealth Management

Kelly Richard

Client Service Manager of Financial Planning
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Jennifer Smith

Staff Accountant
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Cheryl Brown

Baker 261 Office Manager
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Ashley Hazelip

Staff Accountant
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Christina | Manager | Baker Retirement & Wealth Management

Christina Combs

Newburgh Office Manager
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Leah Murnahan

Owensville Receptionist
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Jayne Borman

Boonville Receptionist
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Alissa Plock

Boonville Receptionist
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Take the first step towards financial success by scheduling a personalized consultation with our advisors.

Start Your Journey Today

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

Owensville Tax Office:

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. Vanderbilt Financial Group does not provide tax or legal advice. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions.

Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions.
Insurance Services offered through Vanderbilt Insurance and other agencies. 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

© 2025 Baker Retirement & Wealth Management, PC All rights reserved.