Meet the Team

Our Practice

Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always. When partnering with our team, we want you to feel confident and assured that together we'll work to make sure your plans align with your financial goals, helping you live a more successful and enjoyable life.

Jason Braunstein

Director | Financial Advisor

480-374-6008

jbraunstein@rwbaird.com

Shefali Collins, CFP®

Client Specialist

480-374-6008

shcollins@rwbaird.com

Our Extended Team

'“The Team Behind our Team” is a carefully selected group of professional advisors with whom we work. These individuals are experts in their fields and are available to assist us in addressing your needs. Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you

Timothy M. Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

Mark Criner III, J.D.*

Trust Strategist

Andrew McKay

Business Owner Solutions Managing Director & Group Head

Brad Bartick, CFP®, CWS®

Wealth Planner

Kathy Carey, CFA

Director of Research

Laura Thurow, CFA

Executive Director of Wealth Solutions and Operations

Melanie Schmieding, CTFA

Director of Family Wealth

Michael S. Oehler, JD, LLM

Senior Vice President Wealth Strategist

At our firm, we have the client—and only the client—in mind.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.