Skip to Content

Experience

I provide comprehensive financial planning and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families, many of whom are current or retired business owners. My areas of expertise include investment consulting, estate planning, and income tax planning for individuals primarily related to investment or employee stock option planning.
View More of Mike's Experience
I have an uncanny knack for recalling movie lines and lyrics to a broad array of songs, which more than one person has described as a "gross misallocation of brain cells."

You might also like…

The ISM Manufacturing Index slipped in November to 57.5 points
Jim Baird Wealth Management
Blog December 1, 2020 2 min read
Consumer sentiment dips to 76.9 in November
Jim Baird Wealth Management
Blog November 25, 2020 2 min read
What's the risk of expiring unemployment benefits?
Jim Baird Wealth Management
Blog November 19, 2020 1 min read