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Experience

As the leader of the firm’s Chicago wealth management practice, I specialize in personal, holistic, and comprehensive wealth management. Serving as the unbiased personal CFO for many high-net-worth individuals and families, I strive for an independent, objective approach that optimizes the growth of a client’s balance sheet on an after-income tax and after-estate tax basis — while maintaining proper cash flow. 
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Specializes In

I enjoy horse racing and have even participated in a horse race.

Additional Thoughts

Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read
Estate planning: What your family needs to know when you’re gone
Cheri Stein Wealth Management
Article April 22, 2019 2 min read
Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read