Skip to Content

Experience

I’m committed to serving my high-net-worth clients and helping them achieve their financial goals. From investment consulting and income and estate tax planning, to education and retirement planning, our holistic approach looks at all aspects of their multifaceted and personalized wealth management plan.

View More of Nancy's Experience

Specializes In

I’m always trying to play matchmaker. My husband and I were introduced by mutual friends — and I’m grateful for that. I've only introduced one couple that ended up marrying, but I’m always on the lookout!

Additional Thoughts

Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Retail sales up strongly in July
Jim Baird Wealth Management
Blog August 15, 2018 2 min read