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Larry J. Baker, CLU, ChFC, CFP
Larry J. Baker, founder of the firm, is a 1971 graduate of Wittenberg University with a B.B.A. and began practice in 1973. He received his Chartered Life Underwriter designation in 1981 and Chartered Financial Consultant designation in 1983 from the American College and his Certified Financial Planner designation in 1994 from the College for Financial Planning. He is a Registered Representative with the National Association of Securities Dealers and actively holds Series 7, 23, and 63 licenses and a Life, Health, and Variable Annuity license. Larry and his wife, Jane, have two grown children: Melanie and Alex.
Professional Memberships
Member of the prestigious Pinnacle Study Group
International Association of Financial Planners
Million Dollar Round Table (qualifying and life), Court of the Table, Top of the Table
American Society of CLUs
National Association of Life Underwriters
Civic and Personal Activities
Springfield Estate Planning Council
Springfield Area Chamber of Commerce
Friends of St. John's - Board of Directors
Friends of Mercy - Board of Directors
Rotary Club of Springfield, Ohio - member
Springfield Foundation - member
Larry has worked extensively with the stewardship program at St. John's Evangelical Lutheran Church, Charitable Giving Seminars for the Friends of Mercy, Mercy Medical Center, and is active with fundraising campaigns for Wittenberg University.
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