Broker Check

Meet Our Team

Matthew J. Baker

President, CEO

Matthewbaker@matthewbakerinc.com

Matthew Baker has been involved in the accounting and financial services field for over 25 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

Gay Baker

Marketing Director

gaybaker@matthewbakerinc.com

Gay joined our team after retiring from 35 years as a high school English teacher. She brings a creative touch to our client communications and company events planning. She looks forward to meeting you when you stop by the office or attend one of our many client events.

Nadia Fournier

Client Relationship Manager

Nadia Fournier brings 18 years of financial services experience to MBI as out Client Relationship Manager. Nadia serves as an effective gatekeeper between the MBI staff and clients, directing them to the proper staff member for their needs. She actively interfaces with clients at our many events and is the "go to" person when you call our office.

Waleska Rivera

Registered Assistant

Waleska Rivera is our Registered Assistant at Matthew Baker Inc. She is responsible for all the financial paperwork and interfaces between the fund companies and our clients. She comes from a banking background and has completed the Series 6 exam. She actively participates in our client events and is the "go to" person for all your financial paperwork

Matthew brings 25 years of experience helping our clients secure their financial futures.