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Experience

I help high-net-worth individuals and families, many of whom are business owners and executives, manage the many nuanced aspects of wealth accumulation and wealth transfer. My deep expertise includes income tax planning, strategy, and compliance as well as wealth transfer planning for gifts, estates, and philanthropy.
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Specializes In

I have a passion for helping people. Over the years, I’ve served as an EMT in Lowell, Mass., a member of the National Ski Patrol, and husband, father, and CPA. It’s pretty awesome to serve others in their time of need.

Additional Thoughts

Defusing the tax time bomb for MLP investors
Brian Schultz
Article March 20, 2019 2 min read
Alert: IRS issues proposed regulations on Section 250
Kellie Becker
Article March 15, 2019 5 min read
Manufacturing slips in February; consumer sentiment rises
Jim Baird Wealth Management
Blog March 15, 2019 2 min read
Are interest rates at risk of choking off growth?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read