Our goal is to understand your financial circumstances and create a 
customized investment strategy to pursue your desired objectives. 

We understand your goals and how to help you reach them.

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*Individual Financial Plans
*Actively Managed Accounts
*IRA’s, SEP’s, & SIMPLE Plans
*Education Funding
*Brokerage Services
*Mutual Funds/UIT's
*Real Estate Investment Trusts (REIT)
*Stocks, Bonds, & ETF’s
*Retirement Income Analysis
*Special Needs Planning
*Annuities
*Estate Planning Analysis
*Disability Income
*Life Insurance
*Long Term Care Coverage
*Buy-Sell Funding
*Executive Disability
*Key Person Coverage
*401k & Retirement Plan Investments/Design
*Executive Bonus Plans
*Key Employee Retention Strategies
*Key Person Coverage
*Buy-Sell Funding
*Business Succession Planning

Our Financial Team

Bruce J. Baker

Bruce J. Baker

859-578-6670

Email | Bio

Bruce J. Baker
Bruce J. Baker
859-578-6670
bruce.baker@ceteraadvisors.com

Bruce J. Baker is an Investment Advisor Representative at Roeding Insurance Financial Services Group as well as an Executive Vice President/Partner of Roeding Insurance.  Bruce attended Indiana University majoring in Marketing and Finance.  Bruce has been in the financial services industry since 1975.  He manages the Financial Services Group and the Employee Benefits Group.

Bruce Baker is an Investment Advisor Representative through Cetera Advisors.

Securities and Investment Advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC.  Cetera is under separate ownership from any other entity.

Teresa Nash

Teresa Nash

859-578-6684

Email | Bio

Teresa Nash
Teresa Nash
859-578-6684
teresa.nash@ceteraadvisors.com

Teresa Nash has been associated with Roeding Insurance Financial Services Group for the past 20 years.   Teresa joined Roeding Insurance in 1995 and had prior service with Bruce Baker and Financial Design Associates before merging with Roeding Insurance.

Teresa currently holds her Series 6 and Series 63 Securities Registrations.

Teresa Nash is a registered administrative representative through Cetera Advisors.

Securities offered through Cetera Advisors LLC, Member FINRA/SIPC.  Cetera is under separate ownership from any other entity.

Jennifer Binder

Jennifer Binder

859-426-4503

Email | Bio

Jennifer Binder
Jennifer Binder
859-426-4503
jennifer.binder@ceteraadvisors.com

Jennifer joined Roeding Insurance in June 2009.  She received her Associates degree in Business Administration from the University of Cincinnati-Clermont College in 2007 and her Bachelor’s degree in Finance from Northern Kentucky University in 2009.  Jennifer is a licensed Life and Health Agent.  Jennifer also holds her Series 6 and Series 63 Securities Registrations.

Jennifer Binder is a registered administrative representative through Cetera Advisors.

Securities offered through Cetera Advisors LLC, Member FINRA/SIPC.  Cetera is under separate ownership from any other entity.


Check out the background of this investment professional on FINRA’s BrokerCheck.

Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC.  Cetera is under separate ownership from any other entity.

We are registered to sell securities in the following states:

AZ, CA, CT, FL, IA, IL, IN, KY, MI, NJ, OH, PA, SC, TN AND WA