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

Consumer prices flat in November
Jim Baird Wealth Management
Blog December 12, 2018 2 min read
Economy: Growth likely to ebb, but expansion still poised to become the longest in U.S. history
Jim Baird Wealth Management
Video December 12, 2018 2 min watch
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read