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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Courtney Baker is a Client Relationship Strategist with Oxford Financial Group, Ltd. In this capacity, Courtney works closely with her clients to meet their financial planning needs, assisting with recommendations and implementing their investment strategies.
She originally joined Oxford in June of 2006 as a Project Coordinator for the Family Office Services (FOS) Technical team.
I am committed to providing genuine, accurate and timely service that enhances each client’s journey to fulfilling their unique financial goals.
With this experience in FOS research and preparing financial analysis reports for clients, Courtney became a Client Relationship Manager in 2012. She transitioned into her current role in February of 2017.
Before joining Oxford, she began her career with Huntington National Bank.
Courtney graduated from Purdue University with a Bachelor of Science in Financial Counseling and Planning, and is a Certified Financial PlannerTM professional.