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Experience

As a member of our wealth management tax group, I help high-net-worth individuals and their families achieve their financial goals through thoughtful tax planning. I work closely with my clients to advise them on income, estate, and gift tax planning as well as compliance. My extensive experience also includes tax planning and consulting for closely held family businesses, including the transition of those businesses to the next generation.
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Specializes In

My first job as a cashier at a grocery store taught me the importance of good client service — and it taught me not to shop for groceries the day before Thanksgiving!

Additional Thoughts

Year-end tax planning: Considerations for individuals and families
Brian Schultz
Article November 3, 2016 4 min read
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