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Experience

As a member of the firm’s wealth management tax practice, I specialize in helping family offices and other ultra-high-net-worth clients maximize the after-tax value of their balance sheets so that they can plan for their financial future.
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Specializes In

I love live music and have been to concerts showcasing almost every type of music imaginable, including country, rock, blues, jazz, heavy metal, electronic, alternative, and folk.

Additional Thoughts

Year-end tax planning: Considerations for individuals and families
Brian Schultz
Article November 3, 2016 4 min read
Alert: Tax Cuts and Jobs Act guidance special report
Stephen Eckert
Article August 21, 2018 20 min read
Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read