Carl W. Huxley
Managing Partner, CEO
Carl W. Huxley
Managing Partner, CEO
Carl Huxley serves as Managing Partner and Chief Executive Officer for The Baker Group. He began his career at the company in 2008 as a fixed income strategist and client manager, and later became a member of the board of directors, where he is responsible for the development of the firm’s salesforce. Through his extensive knowledge of consumer markets, Carl provides sound advice to clients in meeting their unique balance sheet requirements. Prior to joining Baker, he served for sixteen years as an officer in the United States Air Force.
Carl has a Bachelor of Science in Business Administration from Louisiana Tech University. Additionally, Carl received his MBA from the University of Maryland. Carl is licensed and registered with the NASD and currently holds a Series 7, 24, and 63 securities licenses.
Ryan W. Hayhurst
President
Ryan W. Hayhurst
President
Ryan W. Hayhurst is President of The Baker Group. Ryan joined the firm in 1991 and now oversees the design and implementation of investment and asset/liability strategies for financial institutions. He is also integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolios and their overall interest rate risk profiles. Ryan regularly develops and presents educational seminars nationwide, with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences and has served as a faculty member of several national and regional banking schools. Hayhurst holds a Bachelor of Business Administration degree from the University of Oklahoma.
Phil Stenseth, CFA
Managing Partner, Chariman
Phil Stenseth, CFA
Managing Partner
Chariman of the Board
Phil Stenseth is Managing Partner and Chairman of the Board 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.
Kathryn A. Phillips
Managing Partner, CFO & COO
Kathryn A. Phillips
Managing Partner, Chief Financial Officer, and Chief Operating Officer
Kathryn Phillips is a managing partner with The Baker Group and serves on the board of directors. She has worked at The Baker Group since 2003. Although Kathryn’s main role is CFO, she has been involved in many aspects of the company over the years. Some of these include managing the securities settlement department, financial risk management, liquidity and financing, and coordinating cybersecurity efforts. As COO, she oversees the operational aspects of The Baker Group and its affiliates.
Prior to joining The Baker Group, Kathryn spent seven years in public accounting with Arthur Andersen and Ernst & Young specializing on financial market clients. She performed financial statement audits, risk management, and internal control audits.
Kathryn earned a Bachelor of Business Administration degree in accounting from the University of Oklahoma. She is a CPA in the state of Oklahoma and is registered as a general securities representative, general securities principal, and a financial operations principal with FINRA.
Brian Affolder
Managing Partner
Brian Affolder
Managing Partner
Brian Affolder is a managing partner with The Baker Group and serves on the board of directors.
He works exclusively with community financial institutions throughout the country in the design and
implementation of investment and asset/liability strategies. He also assists clients in a broad range of
other areas including education, portfolio management evaluation, interest rate risk management, strategic planning and regulatory issues.
Before joining The Baker Group, Affolder worked as a manager for a Fortune 500 financial company that provided real-time financial and industry news and analysis to investment banks and
corporations.
Affolder earned a Bachelor of Science in Business Administration degree in marketing from
Oklahoma State University. He is registered as a general securities representative and general
securities principal with the Financial Industry Regulatory Authority (FINRA).
Mark Baumann
Managing Partner
Mark D. Baumann
Managing Partner
Mark Baumann is a managing partner of The Baker Group and serves on the board of directors. He serves financial institutions in Illinois, Kansas, Minnesota, Missouri, North Dakota, Ohio, Oklahoma, South Dakota, and Texas. Mark works with institutional accounts in the design and implementation of investment and asset/liability strategies. In that process, he evaluates interest rate risk exposure and duration analysis to recommend specific investment instruments that maximize the earnings needs of the institution while remaining within policy limits.
Additionally, Mark worked to revise and enhance the firm’s proprietary software programs designed to assist clients in the management of their investment portfolio (APM) and the overall interest rate risk of the community financial institution.
Mark has conducted numerous board meetings, ALCO’s, and investment meetings for community financial institutions and associations.
Mark earned a Bachelor of Science degree in mechanical engineering from North Dakota State University, a Master of Business Administration from Webster University, and a Master of Engineering and Technology Management from Oklahoma State University. He is registered as a general securities representative and general securities principal with FINRA, CRD# 5977593.
John D. Bloss
Managing Partner
John D. Bloss
Managing Partner
John D. Bloss is a managing partner and serves on the board of directors for The Baker Group. He works primarily with banks in the areas of investments and asset/liability management. He also assists clients in a broad range of other sectors including education, portfolio management evaluation, interest rate risk, strategic planning, and regulatory issues.
John focuses on identifying the specific objectives of the clients he serves and tailors investment portfolios to
achieve their goals. In that process, he evaluates the relative values of a broad range of investment products and helps clients select those that complement their investment portfolio and overall balance sheet.
John holds a bachelor’s degree in agricultural economics from Texas A&M University. He is registered as a general securities representative and general securities principal with FINRA and assists in the management of the Austin, Texas office.
Taylor Currie
Managing Partner
Taylor Currie
Managing Partner
Taylor Currie is a managing partner and serves on the board of directors for The Baker Group. He began his career with the company in 2010 as a fixed income strategist and client manager. He later became a member of the board of directors, where he is responsible for the development of the firm’s salesforce. Taylor works primarily with community banks in the areas of investments and asset/liability management. He assists clients in a broad range of other sectors including education, portfolio management evaluation, interest rate risk, strategic planning, and regulatory issues.
Taylor Currie earned a Bachelor of Arts degree in economics from The University of Oklahoma. He is registered as a general securities representative and general securities principal with the Financial Industry Regulatory Authority (FINRA).
Gerry Hart
Managing Partner
Ronald Hill
Managing Partner
Ronald Hill
Managing Partner
Ronald Hill is a managing partner with The Baker Group and serves on the board of directors. He works exclusively with community financial institutions throughout the country in the design and implementation of investment and asset/liability strategies. He also assists clients in a broad range of other areas, including education, portfolio management evaluation, interest rate risk management, strategic planning, and regulatory issues.
Before joining The Baker Group, Hill worked as a manager for a Fortune 500 financial company that provided real-time financial/industry news and analysis to investment banks and corporations.
Hill earned a Bachelor of Business Administration degree in finance from the University of Oklahoma. He is registered as a general securities representative and general securities principal with FINRA.
Jantz H. Kinzer
Managing Partner
Jantz Kinzer
Managing Partner
Jantz Kinzer is a managing partner with The Baker Group and serves on the board of directors. He works with community banks as a fixed-income strategist assisting in the design and implementation of key investment and asset/liability strategies. Jantz helps clients in a broad range of areas, including education, portfolio management evaluation, interest rate risk management, and regulatory issues.
He specializes in helping community banks develop strategies and select investment instruments that maximize earnings and performance while meeting the overall risk management needs of each institution. Jantz's focus is to develop strategies that build long-term shareholder value.
Jantz earned a Bachelor of Science degree from the University of Central Oklahoma. He is registered as a general securities representative and general securities principal with FINRA.
Jeff Oakes
Managing Partner
Jeff Oakes
Managing Partner
Jeff Oakes is a managing partner at The Baker Group in addition to serving on the firm’s board of directors.
Since joining The Baker Group in 1999, Jeff has designed and implemented investment and asset/liability strategies exclusively for the community financial institutions he serves throughout the U.S. These strategies include education, portfolio management evaluation, dealing with regulatory issues, and interest rate risk management.
Oakes earned his Bachelor of Business Administration degree in finance from Oklahoma City University. He is a registered general securities representative and general securities principal with FINRA.
1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118
Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392
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