Our Profile

The Wessel Group provides clients with financial guidance and education through life’s many changes. We help multi-generational families, retirees and pre-retirees, and philanthropic organizations build and preserve their wealth in the most tax-efficient way. Through listening and asking very thoughtful, probing questions, we are able to get a full picture of our client’s financial landscape and make thoughtful investment recommendations. During emotionally-charged times, we help provide guidance so you’re always making financial decisions that are in your best interests. Ultimately, 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 clients identify and prioritize their financial goals and develop an investment plan which aligns their personal values with their financial goals. I monitor the plan and review with the client any changes that might have an affect on the plan or the portfolio.

I believe advanced education is imperative in providing a knowledge base to help clients navigate their finances through many life changes. Because of this, I hold the following certifications and designations:

• Certified Financial Planner™ (CFP®)
• Certified Investment Management Analyst®
• Certified Retirement Counselor®
• Accredited Domestic Partnership Advisor

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, CIMA®, AAMS®, AWMA®

Financial Advisor

I help clients address their financial concerns by listening and developing sound strategies that focus on each individual's specific needs. Following in the footsteps of my mother and partner, Paisley, I have dedicated my career to delivering the personalized investment planning services clients deserve as well as ushering in the next generation of investors on how to be good stewards of wealth.

Continuous education in the financial industry is extremely important in order to provide the best possible service and knowledge to my clients. Because of this, I hold the following designations:

• Accredited Asset Management Specialist
• Accredited Wealth Management Advisor
• Certified Investment Management Analyst®

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.

BAIRD HIGHLIGHTS