Who We Are
The Baker Group is a broad-based Wealth Management practice specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning. Through our relationship with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS) we have access to industry leaders that deliver benefit solutions for companies of all sizes, with a focus on the middle market, and in the delivery of Life Insurance and Wealth Transfer solutions for high net worth individuals. A leading independent broker/dealer, Kestra IS also offers a comprehensive range of options from some of the nation's top investment companies.
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,...
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...
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...
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...
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...
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...
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...