Our Team

Phil Stenseth, CFA

Phil Stenseth is a Managing Director of The Baker Group, where he is responsible for directing the firm’s fixed income trading operation. He is instrumental in the firm’s development of bank investment portfolio and interest rate risk management strategies, researching new investment products, and monitoring bank regulatory and compliance issues. Stenseth has revised and continues to enhance the firm’s proprietary software programs designed to assist clients in the management of their investment portfolios and the overall interest rate risk of the financial institutions. He regularly conducts educational seminars for banking groups and associations nationwide. He has addressed various bank trade associations, serves as a faculty member of several national and regional banking schools, and has been frequently published in many banking journals and periodicals.

Stenseth holds a Bachelor of Science degree in finance from the University of Arizona and is a Chartered Financial Analyst®. He is a member of the Association for Investment Management and Research and the Financial Analysts Society. Stenseth is registered as a general securities principal with the Financial Industry Regulatory Authority.

Phil Stenseth, CFA
President
405.415.7280

Doug Claycomb, CFM

Doug Claycomb is a graduate of the Meinders School of Business at Oklahoma City University. Doug has earned his Chartered Financial Manager, and holds his Series 7 and Series 66 licenses through the Financial Institutions Regulatory Authority (FINRA). Originally from Pennsylvania, Doug has been in Oklahoma for over 20 years. Doug got his start in the industry with Merrill Lynch in 2003 and was a co-founder of PlanGroup Financial Inc. Doug is now the Portfolio Manager for the Baker family and is honored to be providing asset management services to clients of Baker Asset Management.

Doug Claycomb, CFM
Senior Wealth Manager
405.415.7270

Josh Swanson

Josh Swanson has a twenty-year career in the finance industry managing community institutional assets for The Baker Group. He holds his Series 7, 63, and 65 through the Financial Institutions Regulatory Authority (FINRA).

Josh Swanson
Wealth Manager
877.406.0016

Cody Wilson

Cody Wilson has over twelve years of experience growing and servicing business relationships. He currently holds his SIE, Series 7, and Series 66.

Cody Wilson
Wealth Manager
405.415.7289

Paul An

Paul An serves as a Wealth Manager and works with internal operations at Baker Wealth Management. He earned a Master of Business Administration from the University of California State-Fresno.

Paul An
Wealth Manager/
Internal Operations
405.415.7393

Cody Wheeler

Cody Wheeler is the Director of Operations for Baker Asset Management and is available every day to help with any request or questions.

Cody Wheeler
Wealth Manager/
Director of Operations
405.415.7351