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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

Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Retail sales up strongly in July
Jim Baird Wealth Management
Blog August 15, 2018 2 min read