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Experience

Working within our firm's wealth management practice, I act as a personal CFO for my clients, overseeing all aspects of their investment portfolio, income/estate tax, insurance, and retirement planning needs. I specialize in high-net-worth individuals and families, helping them navigate the complexities, pitfalls, and conflicts inherent with financial planning.
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Specializes In

Fishing will always be one of my favorite hobbies. I've also recently taken up landscape photography. My hope is to combine these interests and travel to some of the most amazing places in the world.

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