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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

Should a weak GDP report be worrisome?
Jim Baird Wealth Management
Blog April 25, 2019 1 min read
Is a pickup in global growth on the horizon?
Jim Baird Wealth Management
Blog April 25, 2019 1 min read
Three practical ways to pass down your legacy of philanthropy
Dawn Jinsky Wealth Management
Article April 24, 2019 3 min read
Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read