Baird Adds Veteran Advisor Team, Expands Wealth Management Footprint in Arizona
CHANDLER, AZ (February 2, 2026) – Today, Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced that The Cowans Mitchell Group has joined the firm at a new office opening in Chandler, Arizona, located at 3100 West Ray Road.
The Cowans Mitchell Group joins Baird from Edelman Financial Engines, where they managed $258 million in assets. The team includes Jason Cowans who joins as Director and Financial Advisor, Wilson Mitchell who joins as Vice President and Financial Advisor, and Carmen Vander Wal who joins as Client Assistant.
Cowans brings over 25 years of industry experience to Baird, and prior to Edelman, he worked for firms such as ING Funds, H&R Block Financial Advisors, and Salomon Smith Barney. He holds Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Cowans graduated from the University of Arizona with a degree in mathematics.
Mitchell brings nearly 20 years of industry experience to Baird. Prior to Edelman, he worked for E*TRADE Securities. Mitchell holds Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™) designations. He graduated from the University of Utah with a degree in finance.
We are excited to have Jason and Wilson join our best-in-class team and help launch our new Chandler location. Their decades of experience and intricate knowledge of the local Arizona community will help to further enhance our offerings as we continue to grow our presence in the Southwest.
Adam Persily, Market Director with Baird
In addition to Chandler, Baird has five private wealth management offices across the state in Phoenix, Scottsdale, Kierland, Peoria (Sun City), and Tucson. The new office opening further demonstrates Baird’s long-term commitment to serving the local Arizona community with the best financial advice and services.
Baird’s Private Wealth Management business encompasses nearly 1,400 Financial Advisors averaging 20 years of industry experience and serving clients coast to coast with client assets of more than $369 billion as of September 30, 2025.
About Baird
Established in 1919, Baird has more than 5,300 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $552 billion in client assets as of September 30, 2025. Committed to being a great place to work, Baird ranked No. 13 on the 2025 Fortune 100 Best Companies to Work For® list – its 22nd consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Robert W. Baird Limited and Baird Capital Partners Europe Limited are authorized and regulated by the Financial Conduct Authority. For more information, please visit Baird’s website at www.rwbaird.com.
For additional information, contact:
Baird Public Relations
publicrelations@rwbaird.com