Skip to Content

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.
View More of Mike's Experience

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.

You might also likeā€¦

Would China retaliate by selling its U.S. Treasury holdings?
Jim Baird Wealth Management
Blog May 23, 2019 1 min read
How do negative global yields affect US bond investors?
Jim Baird Wealth Management
Blog May 23, 2019 1 min read
Power of attorney vs. trust: Which strategy is right for you?
Jonathan S. Grossman Wealth Management
Article May 21, 2019 6 min read
Inflation edges higher on rising gas prices
Jim Baird Wealth Management
Blog May 10, 2019 1 min read