John Francis Baker, CFP®, CLU®

Wealth Management Advisor


After a number of years in a corporate environment, John yearned to have a more direct impact on people’s lives. John was first introduced to Northwestern Mutual in 2008 through a meeting with an advisor to discuss his own financial plan. During these meetings, he found that Northwestern Mutual was the perfect fit for his assets and his aspirations. Soon after, he launched his financial planning practice.  


“I get to work with people on the things that are most important to them - their finances, their family and ultimately their future. They think about these things every morning when they wake up and every night when they go to bed.  Knowing I can help give them peace-of-mind is incredibly fulfilling.”


John and his team look to be your go-to resource when discussing your financial planning strategies: their goal is to take the plan you have already started and make sure it is designed to meet the objectives you look to achieve. Working with a client base of families and business owners like himself, John understands and values that there is more to life than work. The goal of his team is to take the time to build your optimal financial plan so that you have the time to build and enjoy your optimal life. 


With an expertise in the tactics and tools of financial planning and the source of connections to a wide range of professionals such as estate planning attorneys and CPAs, John aims to help his clients understand the options available to attain their goals, and then act upon those opportunities.  While John’s team has found that their abilities add unique value to consultants, attorneys, and business owners, they have found the following shared values to be most important:  


Our clients  are charitably inclined.

For many individuals, as they grow within their profession, they take the time to say thank you to the communities that supported them, through volunteering or donating to charitable organizations.  John and his team can appreciate and relate to this, through more strategic philanthropic planning, as well as rolling up their sleeves and volunteering as a team every month.  

Our clients  value experience, adventure and travel.

Though proud of his local community and hometown, John knows that the best way to learn more about yourself is by traveling and exploring the world in which we live.  These vacations and expeditions can take lots of time and funding, and John’s goal is to help you design a plan that allows you to take full advantage of every opportunity to explore the destinations you dream of visiting.

Our clients  believe in excellent education.

John, his team and his family deeply value education and find that the clients they work with share this passion. Like John, his clients are naturally curious, build trusting and enduring relationships with key mentors and they want the best for their children. They understand that opportunity comes to those who surround themselves with a capable community.

Our clients  always put their family first.

With busy schedules, intense professional pressure and growing families, it is easy at times to lose focus on what is most important. Our clients constantly remind themselves that family is their first priority. Where they invest their time and their money speaks to that fact. Our passion is to remove the concern and worry of strategic financial decisions so that our clients can spend more time with the people they love.

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Awards and Recognition


Million Dollar Round Table Qualifying Member 2011, 2013-2016, 2020

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry


National Sales Achievement Award 2010

Award recognizing performance


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