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Experience

Serving as my clients' personal CFO, I help build, implement, and monitor their financial wealth strategies. I assist my clients with planning for personal finances, developing and implementing an investment strategy, charitable giving, education, retirement, income tax planning, and multigenerational estate considerations. I specialize in providing holistic wealth management and investment planning services for high-net-worth individuals and wealthy families.

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Specializes In

My wife and I love playing games with our dog, Tink. We put her in a sit-stay, hide a treat or toy in the house, and then ask her to “find it.” She’s a master scent tracker.

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