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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

Should a weak GDP report be worrisome?
Jim Baird Wealth Management
Blog April 25, 2019 1 min read
Is a pickup in global growth on the horizon?
Jim Baird Wealth Management
Blog April 25, 2019 1 min read
Three practical ways to pass down your legacy of philanthropy
Dawn Jinsky Wealth Management
Article April 24, 2019 3 min read
Planning for your older self
Scott Carano Wealth Management
Article April 22, 2019 4 min read