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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

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