Katie Baker transitioned to Raymond James and Yellow Cardinal Brokerage Services in 2023, coming to our team from First Financial Bank where she successfully served as a Preferred Banker for several years. She takes pride in building lifetime relationships with clients and their families to help them achieve their financial goals and dreams.

A graduate of Purdue University with a degree in Business Management and a minor in Spanish, she has spent her entire career in the financial industry. She holds a Financial Paraplanner Qualified Professional™ designation.

Katie resides in Whiteland with her husband, Daniel, and two corgis. Originally from Texas, she enjoys beekeeping and gardening in the warm months and retreats inside during wintertime to bake and play strategy board games with friends and family.