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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

Market perspectives
Jim Baird Wealth Management
Article September 14, 2018 4 min read
August retail sales disappoint
Jim Baird Wealth Management
Blog September 14, 2018 1 min read
Inflation ebbs modestly in August; CPI dips to 2.7%
Jim Baird Wealth Management
Blog September 13, 2018 1 min read
Five smart financial moves to make when you have extra cash
Ryan Linenger Wealth Management
Article September 12, 2018 4 min read