Broker Check

Meet Our Team

Matthew J. Baker

Founder, CEO

Matthewbaker@matthewbakerinc.com

Matthew Baker has been involved in the accounting and financial services industry for over 28 years. His expertise includes tax planning, insurance planning, investment planning and analysis, wealth management, estate planning, and employee benefit plans. Matthew has a B.S. in Accounting/Organization Management from Calumet College of St. Joseph. Matthew completed all the CFP classes at St. Xavier University’s Chicago campus. He also holds the series 6, 63, and 65 securities registrations and is an investment adviser representative. Matthew has completed all four classes of ERISA Fiduciary Training.

Diana Krist-Gard

Client Relationship Manager

2198386176

2198386202

diana@matthewbakerinc.com

Diana Krist-Gard, our Client Relationship Manager, brings over 20 years of client relationship experience to Matthew Baker Wealth Partners. She is an experienced and dedicated professional. Having owned and operated a successful business she understands the value and importance of good communication with the clients of Matthew Baker Wealth Partners. She is instrumental in the areas of vendor relationships, client scheduling, event coordination and offering phone assistance to ensure that all needs are met in a timely manner. Diana is a busy parent to 5 children and 3 (soon to be 4) grandchildren. She and her husband David enjoy their lake house, boating and spending time spoiling their Golden Retriever. Diana values strong relationships with clients and providing personalized service to clients of Matthew Baker Wealth Partners. 

Luke Duffy, MBA

President & Wealth Manager

219-838-6176

luke@matthewbakerinc.com

Luke's educational background includes a B.A. in Criminal Justice from Western Michigan University, which he obtained between 2010 and 2014. Following his undergraduate studies, Luke served in the United States Army as an Indirect Fire Infantryman from 2015 to 2018. He further pursued his education and completed his MBA at the University of Dayton in 2021.

Luke has held various positions within the financial planning industry, including Client Relationship Manager and Investment Advisor Representative. Beginning in 2024, he will assume the role of President at Matthew Baker Wealth Partners. Luke's professional qualifications comprise the Series 7 and Series 66 Licenses, as well as a Life & Health Insurance License. He is currently enrolled in the CFP Program at Boston University, with the aim of achieving the CFP designation in March of 2025.

Outside of his professional endeavors, Luke enjoys golfing, engaging in outdoor activities, and cherishing quality time with friends and family.

Matthew brings 28 years of experience helping our clients secure their financial futures.