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…

Weekly jobless claims hold steady
Jim Baird Wealth Management
Blog September 24, 2020 1 min read
The five questions to ask before choosing a financial advisor
Jeff Watkins Wealth Management
Article September 23, 2020 5 min read
Estate planning and the 2020 election: Key considerations
Alicia Cole Wealth Management
Article September 21, 2020 5 min read
Do presidential approval ratings correlate with stock market performance?
Jim Baird Wealth Management
Blog September 17, 2020 1 min read