Meet Our Team

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 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 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.