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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

CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
Jobless claims declined by less than expected last week
Jim Baird Wealth Management
Blog February 7, 2019 1 min read