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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

Why planners should reconsider REITs for HNW clients
Brian Schultz
Article August 20, 2018 2 minute read
Year-end tax planning: Considerations for individuals and families
Brian Schultz
Article November 3, 2016 4 min read
Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch