Jeff Baker

Founder & CEO

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