678.828.4314

3455 Peachtree Road NE, Suite 500 | Atlanta, GA 30326

678.828.4314

3455 Peachtree Road NE, Suite 500
Atlanta, GA 30326

ABOUT CHRIS BAKER

Chris Baker, CPA Baker DMM Financial Services Atlanta, GA

Chris Baker - Certified Public Accountant

Chris works to help fill the knowledge gaps regarding financial caregiving as a guest speaker, course instructor, community advocate, and elder care industry contributor. Delivering expert information and connecting those in need with reliable professionals are two of the ways we work to realize our vision to ensure all seniors and their caregivers having access to affordable, honest, and expert daily money managers. Please keep reading to learn more about Chris Baker’s credentials and community involvement, as well as elder care industry resources.

Certifications and Credentials:

  • Certified Public Accountant, State of Georgia, License Number 027963, granted 2009, maintained annually
  • Competent Leader, Toastmaster’s International, granted 2017
  • Competent Communicator, Toastmaster’s International, granted 2017

Education:

  • Georgia State University, BBA, Accounting, 2006

  • Georgia Perimeter College, AD, Business, 2003

Professional Organizations and Leadership Positions:

  • American Institute of Certified Public Accounts (AICPA), Active
  • National Aging in Place Council (NAIPC), Atlanta Chapter, Active
  • Georgia Society of Certified Public Accountants (GSCPA), Active
  • Georgia Consortium for Financial Literacy, Active
  • Techmasters Toastmasters, Georgia Tech, Inactive
  • Cosmopolitan on Lindbergh, Treasurer: 2011 – 2015
  • American Association of Daily Money Managers (AADMM), Inactive
  • Florida Institute of CPAs (FICPA), CPA Elder Planning and Support Services Committee, 2012-2014, Inactive
  • Sarasota Chamber of Commerce 2012
  • Georgia Perimeter College
    • President-Elect of the Alumni Association, 2011-2012
    • Panelist for the Georgia Perimeter College Money Talks Financial Forum 2012
  • Georgia State University
    • Robinson Council of Young Business Leaders, Member and Board Member
    • Panelist for the 5th Annual Career Exploration MBA Breakfast, sponsored by the Career Management Center and the Integrated Graduate Student Services teams at the J. Mack Robinson College of Business

Community Presence:

Eldercare Industry Contributor

  • Georgia Society CPAs VOLUME 20
  • September/October, NAIPC Newsletter
  • Perimeter North Villages Newsletter
  • Golden Opportunities Newsletter
  • Kadan Homecare Newsletter
  • Caring Companions of Atlanta Newsletter

Course Instructor

Representing Baker DMM, Chris teaches an elder care financial caregiving course as well as assists with the National Aging in Place Council’s “Where you do want to be at 103?” class, both a part of the Emory University Olli program.

Emory University Olli Program, Financial Fraud, and Elder Exploitation: What is the key to prevention? – As the population ages, losses as a result of financial fraud and elder abuse are increasing. The goal of this series is to raise awareness of this important, yet underreported issue. Discussion topics include: Vital statistics provided by the federal government to let seniors and their families know the severity of the problem; an overview of what financial fraud looks like including how to identify indicators of fraud and where to report it; and how financial monitoring is essential to help prevent elder financial abuse and exploitation. Guest speakers are experts in Elder Law, Insurance (Personal/Medicare), Home/daycare, Government (District Attorney’s Office), and Counseling / Social Work share their unique perspectives and experiences with financial fraud. Course run for one, three or six days.

Emory University Olli Program, National Aging In Place Council, Where do you want to be at 103? –  You have choices about how you live your future years. Learn how to create a plan now that supports the lifestyle you’re accustomed to living. Topics will include: Home, Healthcare, Personal Finance, Transportation, Community Activity, and many more topics related to long term planning. The Greater Atlanta Chapter of the National Aging in Place Council (NAIPC) will empower you with education and resources so you can successfully remain at home where you feel safe and most comfortable.

Guest Speaker

Chris has presented extensively on financial fraud and elder abuse around metro Atlanta and the southeastern United States.

2012 Jacaranda Trace Retirement Community, Venice, FL
  Sarahcare Home Care, Sarasota, FL
2016 Calvin Court Retirement Community, Buckhead, GA
  Presented ACT III assessment tool to Smyrna, GA church and the National Active and Retired Federal Employees
  Associations (NARFE) in Roswell, GA both on behalf of NAIPC
  Emory University Olli Program
  Clairmont Place Retirement Community
  Dekalb Senior Center NAIPC
  Cobb County Senior Services North Cobb
  NAIPC National Conference, Charleston, SC, Panelist
2017 Naturally Occurring Retirement Community (NORC), DeKalb County, GA, Lunch and Learn
  Park Springs Retirement Community
  East Cobb Senior Center
  Emory University Olli Program
  Freeman Poole Senior Center, Cobb County, GA
  Parkland Manor Apartments
  Fayetteville Senior Center
  NAIPC One Day Webinar with Steve Resch
  NAIPC with Emory University Olli Program
  Calvin Court Retirement Community
  Lutheran Towers Retirement Community
  Atlanta Region Care Piedmont Transitions Group
  Parc at Duluth Retirement Community & Assisted Living
  Georgia Gerontology Society (GGS) Annual Conference
  Creekside Pines Retirement Community & Assisted Living
  Atlanta Senior Care Niche Networking
  Design and Technologies for Healthy Aging (DAHTA) at Georgia Tech University, Atlanta, GA
  Naturally Occurring Retirement Community (NORC), DeKalb County, GA on behalf of NAIPC
  Parc at Johns Creek Retirement Community
  Leading Age / Georgia Gerontology Society / Design and Technologies for Healthy Aging (DAHTA) at Georgia Tech
  University, Aging Summit 2017, “How to Use Technology to Combat Financial Fraud and Elder Abuse” panel
2018 Lenbrook Retirement Community
  Leading Age Georgia and South Carolina Annual Conference

Community Advocacy

Organizations Baker DMM supports:

2009 Goodwill
North Fulton Thrift Shop
Atlanta Day Shelter for Women and Children
Atlanta Pet Rescue and Adoption
The Salvation Army
2010 Georgia State University
American Cancer Society
Goodwill
2011 Georgia State University Alumni
Georgia State University Athletic Club
Charity Water
Memorial Health Patrick’s Ride on behalf of Mark Woodruff
Atlanta Cancer Society
Goodwill
Salvation Army
2012 Memorial Health Patrick’s Ride on behalf of Mark Woodruff
Senior Friendship Center, Swinging with Friends Golf Tournament
Atlanta Cancer Society
Georgia Perimeter College
Georgia State University
Boys and Girls Club of Metro Atlanta
Goodwill of North Georgia
Atlanta Mission Men’s Shelter
Atlanta Day Shelter for Women & Children
Hope for Steve – Stem cell donation
Mike Harper’s Memorial College Fund
2013 Atlanta Shelter for Women and Children Fundraiser
Rising Seniors Annual Football Camp
Hearcare connection Sarasota
Hope for Steve in honor of Steve Dezember
JDRF – Walk to cure diabetes in honor of Andy Wise and Family
AJC Peachtree Road Race – Kilometer Kids
Goodwill
Atlanta Mission
Atlanta Center for Self Sufficiency
Salvation Army Angel Tree Volunteer program
Atlanta Track Club
Hospitality Education Foundation of Georgia
Prive Society on behalf of Michael Dean
American Cancer Society
2014 The Summit Counseling Center 8th Annual Summit Golf Classic on behalf of David Borsa and Ben Williams
Hope for Steve
Networking for Good
Atlanta Cancer Society
Atlanta Mission
Atlanta Center for Self Sufficiency
Salvation Army
Goodwill
Wikimedia
Hospitality Education Foundation of Georgia - Official Judge
2015 Atlanta Center for Self Sufficiency
Cobb County Wellness Center
Atlanta Cancer Care Foundation
East Lake Foundation
Georgia State Alumni Foundation
Shepherd Center
Cheers for Kids Camp
AIDS
Hospitality Education Foundation of Georgia
2016 Goodwill
Atlanta Center for Self Sufficiency
Atlanta Mission
Cobb County Senior Centers
Senior Centers North Fulton / Alpharetta
The Playworks – Georgia
Wikipedia
Buckhead Church
Alliance Theatre
American Parkinson’s Disease Association
Hospitality Education Foundation of Georgia
2017 Atlanta Mission
Salvation Army
Atlanta Center for Self Sufficiency
Georgia Senior Living Association
Georgia State University Alumni
Georgia Gerontology Society (GGS)
Cure Childhood Cancer
Teal Trot Race 2017 in honor of Cheryl Lietz
Leading Age Georgia / GGS / Georgia Tech Technology and Aging Summit
Georgia Council on Aging (GCOA)
Park at John’s Creek
Hospitality Education Foundation of Georgia

 

How people feel about Baker DMM:

“Baker DMM provided me with a comprehensive look at my personal financial situation. Establishing a budget and receiving their monthly financial reports were invaluable to me. I now have a concrete plan for managing my cash-flow more efficiently and will be able to better handle my personal finances moving forward.”

Mike Davis
Commercial Real Estate Services

“Baker DMM has been a tremendous resource in helping us organize our financial affairs, think about our long-term goals, and move in the right direction to achieve those goals. We are very grateful to Baker DMM. Chris Baker is a fair, honest, and diligent professional and who always made himself readily available if we had questions. We will continue to recommend Baker DMM to family and friends.”

Farah Hottle
Senior Consultant at Vaco Resources

“Baker DMM took the time to clearly understand what I was looking for. They were right on target with the following: 1.) Understanding my needs 2.) Making sure I knew what to expect during the engagement 3.) Being on-time completing the project 4.) Above all, they followed up with me to make sure they completed the work to my satisfaction and explained and presented the completed work to me.”

Jim
Vice President, Financial Services

“I have had a professional working relationship with Chris for the past 5 years. He is a person of unquestionable integrity who is dedicated to producing quality work while maintaining a professional, yet personable, relationship with clients.”

Jeff Pruet
Compliance Manager, Bluelinx Holdings, Inc.

Baker DMM Daily Money Management Services and Financial Caregiving for Seniors Financial Caregiver Badge

Baker Daily Money Management is your economic first responder...

... guarding against theft, reducing exposure to financial fraud, and protecting family assets. Our clients hire us on their terms, for limited or extensive services. As their financial advocate, our clients invite us into their homes or join us in our offices to assist them with everything from mail review to bill paying to long-term financial decision making. We’ll design your financial caregiving plan according to a proven, reliable process then flex it to meet your specific needs.

  • Are you holding back on making time-sensitive decisions on behalf of an aging or ailing family member?

  • Do you have an action plan if you suddenly become a financial caregiver?

  • How will this new role impact your standard of living or alter your lifestyle?

At Baker DMM, all your questions matter so let’s get your answers now.

Contact us today!

  • Email

    admin@bakerdmm.com

  • Phone

    678-828-4314

  • Address

    3455 Peachtree Road NE, Suite 500
    Atlanta, GA 30326

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