Skip to Content

Experience

With a focus on holistic wealth management, I strive to serve as a personal CFO to high-net-worth individuals and families, helping them achieve their short-term and long-term financial goals through a customized financial plan. My objectives are to develop and meet their goals through comprehensive planning strategies, ranging from portfolio construction and personal income tax planning to generational estate planning and charitable giving.
View More of Mallory's Experience
I’ve flown a plane and always said if I didn’t pursue wealth management, I would’ve enjoyed being a pilot; which is surprising to people because I’ve recently developed a huge fear of flying.

You might also like…

Weekly jobless claims continue to decline
Jim Baird Wealth Management
Blog January 21, 2021 1 min read
2020 in review: Strong equity returns and a potential turning point in market leadership
Jim Baird Wealth Management
Blog January 18, 2021 1 min read
How does the December stimulus bill compare to the CARES Act?
Jim Baird Wealth Management
Blog January 18, 2021 1 min read
Retail sales declined for the second consecutive month in December
Jim Baird Wealth Management
Blog January 15, 2021 2 min read