Our Team

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Steven C. Baker

Founder

For more than 46 years, Steven C. Baker has been helping his clients create financial stability through life insurance, annuities, and long-term care insurance. He began his career with the New York Life Insurance Company August 4, 1969, and remains active in the business. He founded the Steven C. Baker and Associates in 1971, which later evolved into the Baker Financial Group.

Being successful while working with farmers in the farming community, Steve was invited to speak on several panels for the New York Life Insurance Company's Council meetings in New York City and Washington DC.

Steve is actively involved in the Upper Sandusky community, having served in numerous organizations and boards throughout his career. He was instrumental in organizing the Trinity United Church of Christ Endowment Fund, serving as the first President of the Endowment Committee.

In his free time, Steve enjoys working in his yard, gardening, traveling, and spending time with his wife, Carmen, their two children and spouses, Shannon (Mike) and Chad (Christina), and their four grandchildren, Anna, Luke, Lauren, and Caroline.

Past Positions and Awards

  • - Qualified for the NYLIC's Prestigious Councils since 1969
  • - Qualified and Life Member of the MDRT since 1976
  • - Agent of the Year in the Toledo General Office in 1980
  • - Guest Speaker for New York Life Insurance Company's Council Meetings
  • - Guest Speaker for the Ohio Northern University Class of Risk Management
  • - Past President of the Upper Sandusky Chamber of Commerce
  • - Past President of the Upper Sandusky Rotary Club
  • - Past President of the Blanchard Valley Chapter of the National Association of Insurance and Financial Advisors
  • - Past V-President of the Upper Sandusky United Way Campaign
  • - Fairhaven Retirement Community Building Campaign Committee
  • - Trinity United Church of Christ Consistory Deacon and Elder
  • - President of the Trinity United Church of Christ Endowment Fund Committee

 

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Chad S. Baker, CFP®, ChFC®

Financial Advisor

For over 16 years Chad Baker has helped individuals and business owners crystalize and achieve their objectives. Chad has comprehensive knowledge in the areas of business succession and exit strategies, executive compensation strategies, retirement and distribution planning, family wealth transfer and management as well as strategies to minimize income, capital gains and estate taxes.

In 1999 prior to joining Baker Financial Group Chad earned his undergraduate degree from The Ohio State University. He continued his education by earning his CFP® (Certified Financial Planner®) and ChFC® (Chartered Financial Consultant®) designations. In fact he is the only CFP® practitioner with offices located in Wyandot County. Chad currently holds the FINRA Series 6,63,65 and 7 licenses. Chad is affiliated with Eagle Strategies, LLC a registered investment advisor.

Chad holds membership in the National Association of Insurance and Financial Advisors and the Society of Financial services Professionals. He is also a Life and Qualifying member of the Million Dollar Round Table currently including Court of the Table membership.

Chad is also deeply committed to his community having served on for several community organizations and boards including the Upper Sandusky Chamber of Commerce, the Fairhaven Capital Campaign Committee, Rotary and Wyandot County Pheasants Forever. He also enjoys mentoring young advisors and has spoken numerous times to business classes at the Ohio Northern University on the topic of financial planning.

In his free time Chad enjoys spending time with his wife Christina and their two children. He also enjoys the outdoors, hunting and coaching youth sports.

Past Positions and Awards

  • - Treasurer for Pheasants Forever
  • - Treasurer for Hannah's House Non-Profit
  • - Staff parish relations committee JSUMC
  • - Elected to 2011 New York Life Agents Advisory Council
  • - Past President of the Upper Sandusky Chamber of Commerce
  • - Life and Qualifying member of the MDRT (Million Dollar Round Table)
  • - MDRT Court of the table
  • - Consistently qualifying for New York Life Agents Advisory Council
  • - Fairhaven Community Capital Campaign Board Member
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Martin A. Stansbery

Agent

Martin “Marty” joined Baker Financial Group in 2010. He was named New York Life rookie of the year in 2011 for the Columbus General Office. Marty has numerous ties to the business & agricultural community and currently holds a Series 6 license with FINRA.

Prior to joining Baker Financial Group Marty was a business owner in Upper Sandusky for more than 20 years. Marty is a member of the Upper Sandusky Rotary club and has served as its President. He is involved in BNI and an active supporter of events in the community. Marty is a member of the Columbus NAIFA chapter.

In his free time, Marty enjoys boating, working in the yard, and spending time with family and friends. Marty is married to Kellie, they have a son Alec. They attend Trinity Evangelical United Methodist Church in Upper Sandusky.

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Katie Anderson

Licensed Service Assistant

Katie joined Baker Financial Group in 2016 as the Administrative Assistant. She holds an Associate’s degree in Office Information Technology from Marion Technical College. Katie also has attained her Life and Health License for the State of Ohio. Born and raised in the community of Upper Sandusky, Katie has created many relationships with businesses and the agriculture community.

Katie has previously been active in the community holding a three-year term on the Upper Sandusky Area Chamber of Commerce Board of Directors. She currently holds a position with the Ambassador program for the Upper Sandusky Area Chamber of Commerce. Katie was previously involved with the local Relay for Life planning committee as the Marketing Lead.

In her free time, Katie enjoys spending time with her husband Josh and their two children, Caleb and Trenten. She also enjoys camping, sports and making cakes.

Allie Mueller

Administrative Assistant

Baker Financial Group is delighted to have Allie Mueller join our team in 2018 as the Administrative Assistant. Allie graduated in 2008 from Marion Technical College with an Associate’s degree in Applied Science of Radiography. She has 16 years’ experience in customer service.

Allie is a great addition to our team, as she was born and raised in Upper Sandusky. She spent two years in Germany, returning in August of 2017, with her husband Adreas and their two children; Aniela and Aleah.

In her free time; Allie enjoys playing softball, being outdoors, spending time with her family, raising chickens, drawing and crocheting.