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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.

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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

CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
Jobless claims declined by less than expected last week
Jim Baird Wealth Management
Blog February 7, 2019 1 min read