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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

Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Why not de-risk late in the cycle?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Rising gas prices nudged CPI up to 1.9% in March
Jim Baird Wealth Management
Blog April 10, 2019 2 min read