Skip to Content


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…

Beyond risk and return: The importance of investment time horizon
Jim Baird Wealth Management
Blog March 27, 2020 1 min read
Fund flows: What happens when investors buy high and sell low?
Jim Baird Wealth Management
Blog March 27, 2020 1 min read
Mass closures result in record 3.3 million first-time jobless claims
Jim Baird Wealth Management
Blog March 26, 2020 2 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
Alicia Cole Wealth Management
Article March 20, 2020 10 min read