Meet Our Team Matthew J. Baker Founder, CEO Matthewbaker@matthewbakerinc.com 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. Diana Krist-Gard Client Relationship Manager 2198386176 2198386202 firstname.lastname@example.org Diana is our Client Relationship Manager. Her expertise is working with people. She owned and operated Companion Care, serving the community with a thriving home care business for the last 20 years. Serving the ill and elderly in their homes. Diana is a mother of five children who is enjoying her grandchildren. Luke Duffy Wealth Advisor email@example.com 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 Securities Industry Essentials (SIE) Exam and hold the Series 7 and Series 66 licenses. He also possess his Life & Health Insurance License. Matthew brings 28 years of experience helping our clients secure their financial futures.