Broker Check

Meet Our Team

Our team is multi-generational, each with different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.

Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.

Jesse Wilson CFP®

Financial Advisor | Director

480-624-2350

jawilson@rwbaird.com

Jesse Wilson is a Director and Financial Advisor with Baird and a CERTIFIED FINANCIAL PLANNER™ professional with nearly three decades of experience helping individuals and families navigate important financial decisions with confidence...
Read more

Tyler Osterloo, WMCP®

Assistant Vice President, Senior Client Specialist

(480) 624-2371

(480) 624-2309

TOsterloo@rwbaird.com

At Baird, I believe the best outcomes come from having a strong team working together on your behalf. As part of my continued commitment to providing a high level of service and responsiveness, I’m pleased to share that Tyler Osterloo...
Read more

Aidan Murphy

Client Assistant

480-624-2357

amimurphy@rwbaird.com

Aidan Murphy supports the team in delivering a thoughtful and organized client experience. In his role, Aidan assists with day‑to‑day operational activities, helping ensure client needs are met efficiently and accurately.


 
Read more

Advanced Planners

Mark  Criner III, J.D.

Mark Criner III, J.D.

Senior Trust Strategist

Melanie  Schmieding, CTFA

Melanie Schmieding, CTFA

Director of Family Wealth

Ross Mayfield, CFA®

Ross Mayfield, CFA®

Investment Strategist

Let's connect

Thank you!
Oops!