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Experience

As a relationship manager with Plante Moran Financial Advisors, I serve as a personal CFO for high-net-worth individuals and their families. With more than 25 years of experience, I have expertise with high-net-worth individuals, retirement plans, institutions, and trusts, and some corporations. I oversee the wealth management practice in the mid-Michigan area.

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Specializes In

I used to be a dancer and once owned two dance studios. A friend convinced me to take an accounting class with her, and the rest is history. After we graduated with accounting degrees, I sold her my dance studios.

Additional Thoughts

Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read
Could increasing labor costs be a catalyst for rising inflation?
Jim Baird Wealth Management
Article May 31, 2018 1 min read