FINRA Foundation Military Spouse Fellow Profile - Heather Baker

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Image - Spouse Fellow - Heather Baker

Heather Baker

Fort Hood, Texas

"If you are in a tough financial situation today, it’s important to focus on getting out of it. But, don’t forget to dream and plan for tomorrow."

Heather married a retired soldier, with both reserve and active component service. The couple came into the marriage with their unique approaches to finances. They had candid discussions about money, and established a clear financial plan. Heather took a civilian volunteer position as a Family Readiness Leader, working with reserve service members and their families. While in this capacity she realized the majority of the issues she dealt with were related to finances.

Heather read about the FINRA Investor Education Foundation's Military Spouse Fellowship Program in a newsletter. She applied for the fellowship, was accepted into the inaugural program and received her certification in June of 2007. Looking back, Heather says that the skills she learned in the fellowship program helped not only her family, but other military families get their finances in order.

Heather continued to work with military families while employed at Consumer Credit Counseling Service. Starting there as a volunteer to fulfill the fellowship's requirement for practicum hours, she was later promoted to branch director and, after completing the fellowship to state area director of education. She used her skills by working with the area units and as a voting member on the Montana State Family Programs Advisory Council. In addition, she served as a First time Home Buyer Counselor and Grant Administrator with NeighborWorks of Montana. After moving to Texas, Heather has returned to AFCPE as the program assistant after completing a tenure as Associate Director of the Fort Hood Area Habitat for Humanity.

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