Kristi Baker, AIF®, CASL®, ChFC®, C(k)P®, CLU®

Kristi Baker’s daily motivation stems from her unwavering commitment to helping individuals and companies achieve financial success. She understands that the small decisions made today in terms of saving, investing, and planning pave the way towards significant results and the realization of dreams, whether it’s college, retirement, entrepreneurship, or a grand vacation.

Kristi thrives in her role of collaborating with businesses and their leadership teams to help them work towards crafting successful retirement plans, focusing on meticulous planning, attention to detail, and a relentless pursuit of improvement. She cherishes the collaborative effort, relishes learning about her clients’ businesses, and delights in delivering tailored solutions to make a difference.

Her journey into this rewarding field began with a finance and insurance degree from Illinois Wesleyan University. Kristi initially worked with Fortune 500 companies in Chicago before following a family tradition in financial advising, guided by her father in 1993. Over the years, she has earned several designations, including Accredited Investment Fiduciary (AIF®), Certified 401(k) Professional (C(k)P®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor in Senior Living (CASL), reflecting her commitment to continuously enhancing her knowledge.

Kristi’s passion for the industry lies in its ability to promote sound decision-making and encourage financial planning for a secure future. She believes in the power of communication, action, encouragement, and follow-through to inspire individuals and companies to save and invest wisely. For Kristi, this profession is not just a job; it’s a calling she was designed for.

Beyond her professional life, Kristi Baker is a multifaceted individual—a dedicated business owner, an advocate for her clients, a loving wife to Bryan, and a proud mother of twins. She possesses a deep love for travel, aspiring to hike all the national parks in the US and explore every continent. Kristi enjoys cross country meets, staying active in the great outdoors, golfing, quality family time, and embracing new adventures, continually seeking personal challenges to conquer.