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Experience

I specialize in helping ultra-high-net-worth individuals and families optimize their personal balance sheets. Using a holistic approach to wealth management, I work with our clients to connect the dots among their investment portfolios, estate plans, wealth transfer needs, income taxes, trusts, insurance needs, and philanthropic goals.
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Specializes In

I compete in regional and national amateur golf tournaments. I’ve always loved playing competitive golf, as well as the pursuit of continuous improvement. I have competed in national championships conducted by the USGA, the WGA, and the NCAA.

Additional Thoughts

Consumer inflation eases in December
Jim Baird Wealth Management
Blog January 11, 2019 1 min read
Estate tax claims: Are you relying on faulty tax authority?
Rockwell Gust Wealth Management
Article January 9, 2019 4 min read
The nine steps to take to make 2019 your best financial year ever
Jaime Eckels Wealth Management
Article January 7, 2019 1 min read
Job creation surges in December
Jim Baird Wealth Management
Blog January 4, 2019 2 min read