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
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 like…

Retailers cap solid year with 0.3% gain in December
Jim Baird Wealth Management
Blog January 16, 2020 1 min read
SECURE Act: Planning items for individuals
David Stahl Wealth Management
Article January 16, 2020 7 min read
Investors enjoyed strong gains in 2019, but what's next?
Jim Baird Wealth Management
Blog January 13, 2020 1 min read
2019 was a strong year for the markets, but how good was it?
Jim Baird Wealth Management
Blog January 13, 2020 1 min read