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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
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
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read