Kristi Baker, AIF® has dedicated her career to “helping the people who matter the most to you.” She has been serving as a financial advisor since 1993 in the areas of investment advisory services, funding retirement plans and financial strategy planning for families and businesses. She is committed to providing an open, trusted long-term relationship to help her clients achieve their dreams and goals.*
Kristi owns a retirement plan consulting and administration firm, Compensation Systems, Inc. (CSI), which has been in business since 1971 as a firm in designing, and administering business retirement plans, and employee benefits.
Kristi is a graduate of Illinois Wesleyan University with a degree in Insurance and Finance. Kristi received her Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations. She is a member of ASPPA (American Society of Pension Professionals and Actuaries). She is also a member of the National Pension Study Group (NPSG), the Midwest Pension Group, and 401(k) Coach. Additionally, she actively supports and promotes of the prestigious Blue Chip Business Award, which recognizes the achievements of Indiana business owners.
Kristi also has dedicated her time to a number of local organizations. Kristi resides in Carmel with her husband Bryan and their twin sons.
To learn more about Kristi’s services, she may be contacted directly or you may call Jelana Bryan for additional assistance at: 317-844-6466
Area(s) of Focus
- Insurance Strategies
- Investment Strategies