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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

Manufacturing slips in February; consumer sentiment rises
Jim Baird Wealth Management
Blog March 15, 2019 2 min read
Are interest rates at risk of choking off growth?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
Should investors be concerned about inflation?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
CPI rises 0.2% in February, dips to 2.1% over the past year
Jim Baird Wealth Management
Blog March 12, 2019 1 min read