As President of the firm, Greg Baker promotes the continued success and founding mission of the firm. Since joining The Baker Group in 1993, he has provided his advisory team and clientele with tremendous perspective, leadership, and expertise. Greg’s experience in commercial lending provides an essential understanding of the needs of closely-held companies and their owners. While having a deep appreciation for the financial needs of individuals, Greg specializes in providing leading wealth management strategies, qualified plans, employee benefits, and business continuation practices. His command of these disciplines is affirmed by his many long-time client relationships.
In addition to receiving his Bachelor of Arts in Financial Administration from Michigan State University, Greg holds the professional designation of Charter advisor of Philanthropy (CAP). He also holds his FINRA Series 7 (General Securities Representative), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law Examination), and 65 (Uniform Investment Adviser Law Examination) licenses, as well as his health and life licenses in multiple states.
Greg is an active member of several associations, including Top of the Table and Boy Scouts of America. He is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Greg currently lives in Chesterfield Township with his wife, Julie, his three sons, Connor, Max, and Devon, their three dogs, Lucky, Lilly, Cara, and their cat, Shadow. His hobbies include coaching, sailing, squash, hunting, and fishing. He is a member of the Detroit Yacht Club and the Detroit Athletic Club.