Broker Check

Meet Our Team

Matthew J. Baker

President, CEO

Matthew Baker has been involved in the accounting and financial services field for over 27 years. His expertise includes taxation, insurance, portfolio management, 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.

Julia DeRoche

Client Services Assistant

As the newest member of our team, Julia brings 25+ years of secretarial experience from prestigious Chicago law firms. With financial service requests now managed online, Julia will give us the skill set needed to ensure such transactions are efficiently completed. We anticipate Julia's communication with our financial institutions will be a smooth transition. Julia will work her hardest to gain our clients' trust in her ability to competently handle service requests. We look forward to introducing Julia to our clients.

Luke Duffy

Client Relationship Manager

Luke attended Western Michigan University from 2010-2014 where he earned a B.A. in Criminal Justice. He joined the United States Army in May of 2015 and served until August 2018 as an Indirect Fire Infantryman. He then went on to earn his MBA at the University of Dayton in September of 2021. Luke is an excellent addition to Matthew Baker Inc. We look forward to introducing him to our clients. Luke has passed the Security Industry Essentials Exam (SIE) and hold the Series 7 and Series 66 licenses. 

Matthew brings 27 years of experience helping our clients secure their financial futures.