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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

Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch