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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

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