Jennifer Baker

Director of Operations

Jennifer has worked in the financial services industry for more than 20 years. She joined Ellis Financial Group in May 2018 and serves as the firm's Director of Operations. Her primary responsibilities include monitoring client accounts, preparing for client review meetings, maintaining client records, and assisting with the onboarding of new clients.

Before joining Ellis Financial Group, Jennifer was affiliated with Fidelity Investments and RBC Capital Markets, where she served in operational and advisor support roles.

Outside of work, Jennifer enjoys spending time with her husband, Dave, and their German Shepherd, Bella. She also enjoys camping, fishing, and practicing Pilates.

Phone (619) 890-7638
Fax (925) 478-3423
Mobile Phone (925) 787-8004