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Experience

As the personal CFO for many high-net-worth individuals and their families, I take a holistic approach to wealth management. I believe that optimal financial planning involves connecting the dots between cash and investment management; business, estate, and insurance considerations; and sound tax strategies. This is the approach I take when I serve my clients, and they appreciate the fact that I care about their financial future.

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Specializes In

I have a Ninebot MiniPro Segway that I won at a charity event and enjoy using around the office.

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