Broker Check

Our Team

As Founder and Chairman of the firm, Don has led The Baker Group since 1972. With over 52 years of experience in the financial services industry, Don’s expertise extends across a spectrum of disciplines. He has successfully...

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Greg joined The Baker Group in 1993. His experience as a commercial lender gives Greg a unique understanding of the needs of closely held companies and their owners. His understanding of wealth management strategies, qualified plans,...

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Chuck joined The Baker Group in 2006. His experience as Executive Vice President and Chief Operating Officer of the Detroit Lions gives him the management skills to head our Western Florida Office. His time on the NFL Coaches and Front...

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Since joining The Baker Group in 2010, Kevin Murphy has brought an unparalleled level of attention and service to clients. As a trusted financial advisor and Partner of the firm, he strives to truly understand our clients’ unique...

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Ted Moss

Financial Advisor MBA, CLTC

Ted Moss has been associated with The Baker Group for over 25 years. After a diverse career as a management consultant (McKinsey & Company), Real Estate Investment Advisor (Mellon Bank) and corporate executive (Stroh River Place...

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Nancy Praeger

Business Administrator

Nancy joined The Baker Group in 1980. She specializes in the insurance planning process. With 47 years of experience in the insurance industry she analyzes our client’s insurance needs and assures they are met and exceeded. In...

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Rod LoCricchio

Operations Support Specialist

Rod joined The Baker Group in 2014. His 14 years’ experience in the investment field give him the critical thinking and organizational skills our clients have come to expect. Rod received his Bachelor of Business Administration...

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Kristina Bognar

Benefits Administrator

Since joining the firm in 2017, Kristina has played an integral role in The Baker Group’s success. By drawing on her extensive knowledge and experience in crafting group benefits and personal insurance strategies, Kristina...

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Jayashree Murali

Accounting & Finance Manager

As Accounting & Finance Manager, Jay dedicates her expertise to helping clients navigate the complex payroll and financial statements that accompany comprehensive retirement plans. With an international perspective and expertise in the...

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Julie joined The Baker Group in 2013. With 22 experience in lending, Julie has originated, processed, underwritten, and closed both commercial and residential mortgages. Julie has spent 16 years being social director and chauffer to...

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