Skip to Content

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. 

View More of Bob's Experience

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

How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read