Keith Baumgarn, CLU, ChFC, FLMI
Keith celebrated 45 years in the financial/retirement services industry in 2020. He holds his life insurance and annuity licenses in Indiana, California (Insurance License #0G01527), and South Dakota. He has earned the CLU, ChFC, and FLMI designations. He is a member of the Indiana CPA Society, an approved CPE instructor, and an expert witness in pension plans. Keith’s passion is mentoring advisors, training CPAs, and educating business owners on Employer Benefit plans and his D.A.D. process. He enjoys OneIndiana Financial Group’s team approach.
He and his wife, Cathy, live in Westfield and are proud parents of three children and three grandchildren. Keith is an avid Chicago Bears fan and enjoys reading the IRS Code in his spare time.