Our Team

Jennifer Baker

Jennifer Baker

Director of Corporate Integrity Program


Meet Jennifer

Jennifer brings nearly 20 years of financial industry experience. As a licensed CPA, CFP, RICP and CEPA, she specializes in understanding and legally leveraging the nuances of Premium Finance Life Insurance and the Management Service Organization (MSO). Jennifer’s passion for helping others can be seen in her meticulous approach of guiding advisors and clients through the process to achieve peace of mind and financial success.