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Experience

I work with organizations to develop, maintain, and improve their qualified and nonqualified retirement plans. I specialize in consulting with plan fiduciaries on meeting their fiduciary responsibilities, selecting and monitoring investments, and educating participants. As a member of our institutional investing consulting team, we work with companies of all sizes and structures, such as family-owned small businesses with 30 employees, multi-employer plans with over 40 participating entities, and publicly traded companies with thousands of employees and international locations.
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Specializes In

My name is engraved in the Basketball Hall of Fame. This happened after winning a national free-throw shooting contest in 2002 making me the best free-throw shooter in the United States. At one point, I made 182 in a row.

Additional Thoughts

Managed accounts
Cameron Kleinheksel Wealth Management
Article December 11, 2016 7 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read