Managing Your Lifestyle

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Featured Team Member

Jon Baker founded his company, Jon Baker Financial Group (JBFG), in 2000, and the financial planning firm has since grown to help more than 500 clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and he also...

Brian Staples, MSFS, CFP®

Brian Staples joined Jon Baker Financial Group in November 2012 as the Operations Manager. Besides ensuring the smooth operation of the business and office, he also oversees all day-to-day business to confirm that it remains compliant...

Ed Rodriguez

Ed Rodriguez joined Jon Baker Financial Group in 2015 to head up business development. He focuses on three areas: seeking out new relationships for the firm's workplace financial education programs, creating opportunities for...

Patti Sheffield

Patti Sheffield joined Jon Baker Financial Group in 2015 as Director of First Impressions. She is responsible for scheduling appointments, greeting visitors to the office, and making sure that the office is running smoothly on a...

Eric Michalski, CFP®

Eric Michalski joined Jon Baker Financial Group in 2011 and currently holds the title of Senior Advisor. Eric works with clients to help them achieve their financial goals. After receiving his B.S. in Finance from The W.P. Carey School...

Dan Streetman, CFP®

Dan Streetman joined the operations team of Jon Baker Financial Group in 2015 where he assists with many back-office operations. His enthusiasm for financial planning began in 2008 just after graduating from Richards College of...

Sam Wilkerson, MSFS, CFP®

Sam Wilkerson joined Jon Baker Financial Group in 2010 as a Paraplanner, after first working within the 401(k) industry and then for an advisory group that focused on financial planning for business owners. His initial analytical role...

Serina Shyu, MBA, CFP®

In 2007, Serina’s maternal grandmother was diagnosed with Alzheimer’s disease. To assist, Serina took on the responsibility of managing her grandmother’s healthcare and financial decisions. Though it was a challenge...

Managing Your Lifestyle

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