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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

How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read