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Experience

I serve as a CFO to individuals, families, and family offices in order to solve complex financial problems that ensure their future financial stability. Specializing in wealth management, investment consulting, estate planning, wealth transfer, tax, insurance, and trust, I coordinate custom strategies that lead to well-designed financial plans. 

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Specializes In

I’m an avid golfer and on a quest to play all the top 100 golf courses in the United States. Currently, I’m close to 60.

Additional Thoughts

Do dividends matter?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read
What does the global earnings story look like for 2019?
Jim Baird Wealth Management
Blog February 20, 2019 1 min read
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