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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

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