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Experience

As a partner in our wealth management practice, I provide comprehensive solutions that help high-net- worth individuals and families build, preserve, and transfer wealth as tax efficiently as possible. I have expertise in wealth advisory, wealth transfer planning, income tax planning, financial planning, and charitable/philanthropic planning. Many of my clients are business executives, entrepreneurs, and multigenerational family business owners.
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Specializes In

I love doing projects around the house — installing a sprinkler system, electrical work, or anything that involves learning how things work.

Additional Thoughts

Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch
Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch