Our Professionals

Glenn A. Baker, J.D., CPA/PFS

An Attorney and Certified Public Accountant, Mr. Baker has been involved in financial planning since 1981.  Prior to the formation of Baker & Yoest, Mr. Baker was co-founder and co-owner of a successful investment firm, Hochman & Baker Financial Services, Inc., that had over 750 investment professionals who offered sophisticated financial consulting and investment advice to individuals and business owners.  This firm was purchased by a Fortune 500 company in 2004.  Since then Mr. Baker has been a financial advisor helping his clients with their investments and retirement goals.

Mr. Baker received a Bachelor of Science degree in Accounting from Loyola University and a Juris Doctorate degree with honors from the John Marshall Law School.  He is the author of several articles on tax strategies and is a member of the American Institue of Certified Public Accountants.  Additionally, Mr. Baker is a FINRA Dispute Resolution Arbitrator and Personal Financial Specialist (PFS).

 

Lisa A. Yoest, CFP®

A Certified Financial Planner™ professional, Ms. Yoest has been involved in financial planning since 1989.  She received  a Bachelor of Arts degree in Economics and a Master of Business Administration in Finance from the University of Illinois, Urbana-Champaign.  Prior to the formation of Baker & Yoest, Ms. Yoest worked for Hochman & Baker Financial Services for 19 years as the Director of Trading and a financial planning analyst.