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.
Meet Our Team
Aidan Murphy
Client Assistant
Carmen Vander Wal
Client Assistant
Eric Wikstrom, CPA, CFP®, CPWA®
Tax Planner
Jason Cowans, CFP®, ChFC®, TPCP®
Financial Advisor, Director
With more than 20 years of experience in comprehensive financial planning and investment management, I focus on helping high‑net‑worth families navigate their financial lives with clarity and confidence. My strength lies in making...
Mark Criner III, J.D.
Senior Trust Strategist
Melanie Schmieding, CTFA
Director of Baird Family Wealth
Michael Oehler, JD, LLM
Wealth Strategist
Ross Mayfield, CFA®
Investment Strategist
Shannon Wedepohl, CFP®, CRPC™
Associate Financial Advisor
Wilson Mitchell, CFP®, CRPC™
Financial Advisor, Vice President