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Experience

As a wealth management manager, I serve individuals and families and help them build and manage a comprehensive plan that incorporates all aspects of their financial life. No matter how complex their financial situation is, I assist them with major life transitions, such as retirement, divorce, and elder care planning.

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Specializes In

If I could meet one person from history, it would absolutely be Leonardo da Vinci. He was a renowned artist but also a scientific genius. His vast array of skills and knowledge are fascinating.

Additional Thoughts

Retail sales up 0.3% in April, matching expectations
Jim Baird Wealth Management
Blog May 15, 2018 1 min read
Market Perspectives
Jim Baird Wealth Management
Article May 14, 2018 1 min read
Consumer sentiment holds steady in May
Jim Baird Wealth Management
Blog May 11, 2018 1 min read
Unemployment falls below 4.0% for the first time since December 2000
Jim Baird Wealth Management
Blog May 04, 2018 1 min read