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.

Additional Thoughts

Consumer inflation edges higher in October
Jim Baird Wealth Management
Blog November 14, 2018 2 min read
Consumer sentiment holds steady in November
Jim Baird Wealth Management
Blog November 9, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article November 8, 2018 4 min read
Should investors prepare for higher volatility ahead?
Jim Baird Wealth Management
Blog November 7, 2018 1 min read