Our Profile

The Wessel Group provides clients with financial guidance and education through life’s many changes. We help multi-generational families, retirees, pre-retirees, and philanthropic organizations build and preserve their wealth in the most tax-efficient way. We ask a myriad of probing questions and listen carefully to see the full picture of our client’s financial landscape. We then make thoughtful investment recommendations. Most importantly, during volatile market cycles, we provide guidance to help our clients avoid making emotionally charged investment decisions. We aim to help our clients worry less and achieve peace of mind.

Paisley Wessel, CFP®, CIMA®, CRC®

Director

Having over 30 years of experience advising clients on investment decisions, I have found that sound financial strategies require planning, discipline, and common sense. I help our clients identify and prioritize their financial goals and I develop an investment plan which aligns their personal values with their financial goals. Collaboratively with our client, we discuss any changes which could affect the plan.

In our leisure time, my husband, Mike, and I enjoy the theater, music of all kinds, long walks on the beach and spending time with our family, especially our darling granddaughters. 

Cory Wessel, CFP®, CIMA®

Financial Advisor

I help clients address their financial concerns by listening and developing sound strategies that focus on each individual's specific goals. Following in the footsteps of my mother and partner, Paisley, I have dedicated my career to delivering the personalized investment planning services clients deserve. Utilizing my unique eight steps process, I work to learn a client’s total financial picture including debt and cash management, insurance, real estate, as well as education and estate planning. I also use these tools to help usher in the next generation of investors and coach them on how to be good stewards of wealth.

Away from the office, my wife Lindsay and I spend time with our two daughters, Avery and Harper. As a family, we enjoy traveling and rooting on our beloved Tar Heels.

Christina Creech

Senior Client Specialist

Through my tenure in the Financial Service Industry, I recognize the importance of client relationships and I am focused on delivering an exceptional client experience. I ensure that all opertional needs are met. I coordinate client services, client events and logistics.

Outside of the office, I enjoy time with my husband, Skye, and our three children, traveling and attending concerts. I also delight in scrapbooking with my mom, aunt, and cousin to preserve our wonderful family memories.

BAIRD HIGHLIGHTS

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