Our Team

group photo

 

headshot

Steven C. Baker

Founder

For over 55 years, Steven C. Baker helped his clients create financial stability through life insurance, annuities, and long-term care insurance. He began his career as an agent with New York Life Insurance Company August 4, 1969, and 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 was deeply 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.

Steve is survived by his wife Carmen, their two children and spouses, Shannon (Mike) and Chad (Christina), and their four grandchildren, Ann, Luke, Lauren, and Caroline.

Past Positions and Awards

  • - Retired Agents Hall of Fame in 2024
  • - 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 New York Life 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
  • Council is an annual New York Life recognition program based on agent production from July 1- June 30.

Chad S. Baker, CFP®, ChFC®

Financial Adviser

For 25 years, Chad has helped individuals and business owners define and achieve their financial objectives. 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. He also holds the FINRA series 6, 63, 65 and 7 licenses.

Chad’s financial planning philosophy is that of building financial plans that stand the test of time through prudent strategies, sound recommendations, proper asset allocation and diversification. He believes that too often advisors confuse planning with just selling their clients products. A properly written financial plan adds clarity and purpose to the financial aspects of your life. Areas of focus need to include investing properly, asset protection, retirement income planning and estate planning.

Chad is deeply committed to his community having served on 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

  • - Forbes Top Financial Security Professionals of Ohio**
  • - New York Life Agent’s Chairman’s Council 2022 / 2023 / 2024
  • - New York Life Agent’s Chairman’s Cabinet 2022 / 2023 / 2024
  • - 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)* 2005-2022
  • - MDRT Court of the Table 2014 / 2016 / 2017 / 2019
  • - Fairhaven Community Capital Campaign Board Member
  • *The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

    **Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here

 

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.

Rikki Walker

Licensed Service Assistant

Rikki is a 2008 graduate of Upper Sandusky High School and now resides in Carey. She has been a part of Baker Financial Group since 2019. She holds her Life, Accident and Health License for the state of Ohio and serves us as a Licensed Service Assistant.

In her free time, she enjoys spending time with her family. She is married to Nick and has 3 children: Lucy, Eli and Wade. Rikki also loves to travel, watch her children play sports and go camping.

Christy Santistevan

Licensed Service Assistant

Christy comes to us from Colorado and her corporate background includes 10 years at San Luis Valley Federal Bank as Mortgage Loan Officer, Collections Officer, and Loan Servicing Manager. After a brief break as a full time mom, she re-joined the banking field in NW Ohio as a Mortgage Loan Underwriter for The Union Bank before joining Moyer Financial Services in August 2017. Christy has her Life, Accident and Health Licensing for the State of Ohio.

Christy’s interests involve anything surrounding her children. She also enjoys personal training as a hobby since 2013.

Christy and family reside in Findlay where she is member Saint Michael the Archangel Parish.

Jane Radabaugh

Associate Financial Adviser

Jane is a lifelong resident of the Findlay area. She earned a degree in Sales and Retail Management from the University of Findlay and joined Moyer Financial Services in 2011. She holds FINRA Series 7 and 66 licenses, as well as Life and Health Insurance Licenses for Ohio and Kentucky. Her corporate background includes 15 years with Cooper Tire & Rubber Company and 14 years with Marathon Oil Company, where she held various positions in sales and marketing, law, and communications.

In her free time, Jane enjoys spending time with her husband, Joel, their children, and grandchildren. She also enjoys cooking, camping, and other outdoor activities. She is a member of Saint Michael the Archangel Parish and the Hancock County Conservation League.

Emily Wurm, MBA

Associate Financial Adviser

Emily came to us from Columbus where she resided for 3 years after moving from her hometown of Mount Vernon. She is a graduate of Mount Vernon Nazarene University where she obtained a bachelor’s degree in marketing and her MBA in organizational management. Emily’s corporate background includes 2.5 years at Nationwide Insurance. During that time, she worked as a senior analyst for Finance Data Governance, then as a Learning & Development specialist. She joined the Baker Financial Group staff in September 2021.

Emily holds FINRA Series 7 and 66 Licenses, as well as a Variable Products license and Life & Health Insurance Licenses for the State of Ohio.

In her free time, Emily enjoys running, hiking, traveling, cooking, and spending time with her family.