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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.
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Specializes In

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."

Additional Thoughts

Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article June 20, 2018 1 min read
Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read