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Experience

As a relationship manager in our wealth management group, my passion is helping successful families grow, manage, and protect the wealth they’ve worked so hard to create. I specialize in personal financial planning, comprehensive investment consulting, income tax planning, multigenerational estate planning, life insurance planning, and advanced wealth transfer techniques.
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Specializes In

I enjoy playing drums, guitar, and singing, and my two-year-old daughter and I do a mean duet of “A Whole New World” from Disney’s Aladdin.

Additional Thoughts

Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Will weakness in housing cause the Fed to blink?
Jim Baird Wealth Management
Blog November 29, 2018 1 min read