Bios – The Baker Team

The Baker team offers two decades of experience in providing tax, accounting, and financial leadership.

Jeff Baker President

Jeff Baker, owner of Baker Retirement & Wealth Management, has a long-standing commitment to serving residents of Southern Indiana.  Jeff’s education includes a B.S. from Purdue University in Agriculture and a M.S. from the College of Financial Planning in Financial Analysis.  Before starting Baker Retirement & Wealth Management, he worked for Swanson Nunn Electric as Assistant to the VP of Finance.  Prior to this, he worked as a controller for Transelectric Supply, Inc. and Senior Cost Accountant for Consolidation Coal.  In the community, he has served on boards for the Warrick County School Corporation, 4H, United Methodist Youth Home, and SIRS.  Professionally, he is a member of the Indiana CPA Association, National Association of Tax Practitioners, and the Institute of Certified Financial Planners.  Licenses and certifications include:

  • Certified Public Accountant
  • Certified Financial Planner
  • Series 6, 7, 24, 65 Securities License
  • Life Insurance License
Jeff Baker

Ben Baker Vice President

Ben graduated from Boonville High School in 2001.  He then attended ITT Technical Institute, majoring in Information Technology.  He started working at the office doing data entry and assisting in tax preparation.  After receiving his Associates Degree from ITT Tech, he earned his Bachelors of Science Degree in Financial Planning from Purdue University.  His duties now include running the day-to-day business, seeing clients at the Owensville office, and serving as our IT manager (coordinating the computers among our offices, etc.).

Ben Baker

Joseph Baker Associate

Joseph graduated from Boonville High School in 2004.  He then earned a bachelor’s degree in Financial Counseling and Planning from Purdue in 2008.  He continued his studies at Valparaiso University School of Law.  Here he was involved with the Volunteer Income Tax Assistance Program and the Law School’s Tax Clinic. He completed law school in 2011. In his free time, he enjoys playing disc golf and racquetball, taking advantage of the nearby lakes and rivers, and spending time with family.

Joseph Baker

Cheryl Brown Tax Assistant / Payroll Clerk

Cheryl Brown is a Tax Assistant/Payroll Clerk on the Baker team.  Cheryl holds an Associate in Science and an Associate in Applied Science in Early Childhood Development from Wabash Valley Junior College.  Since December 2006, you can find her working at the Newburgh or Evansville offices.  Some of her duties include assisting with corporate and individual tax returns and preparing payroll-related tax forms for small corporations.  Cheryl and her daughter, Terra, live in Boonville and attend North Friendship General Baptist Church in Lynnville.

Cheryl Brown

Jennifer Smith Marketing Assistant

Jennifer Smith has worked as a Marketing Assistant for the baker Team for 12 years.  Currently, she can be found working in the Newburgh, Evansville, or Boonville offices.  Jennifer schedules appointments, assists with tax preparation, and completes marketing, contact management, and mailing tasks.  She graduated from Boonville High School before attending the University of Southern Indiana where she earned her Bachelors of Social Work.  Jennifer worked in the Division of Family and Children throughout Southern Indiana before joining the Baker team.  She married Frankie Smith and has two daughters, MaKenzie and Sydney.  They attend Main Street General Baptist Church.

Jennifer Smith
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Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. Baker Retirement & Wealth Management is not a registered broker-dealer nor a registered investment advisor. 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. Vanderbilt Financial Group does not provide tax or legal advice. Please consult with your tax and/or legal advisor regarding your personal circumstances. 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
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