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Experience

As a relationship manager with Plante Moran Financial Advisors, I provide holistic, unbiased advice to high-net-worth individuals and families. I specialize in advising clients who have owned closely held businesses and are transitioning their wealth from private holdings to a more diversified balance sheet. 
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Specializes In

In kindergarten, my now-wife gave me a stick-figure picture of me, her, and a little girl with her phone number on it, which my parents actually kept over the years. Fast forward many years, and that picture came to life!

Additional Thoughts

Consumer inflation edges higher in October
Jim Baird Wealth Management
Blog November 14, 2018 2 min read
Consumer sentiment holds steady in November
Jim Baird Wealth Management
Blog November 9, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article November 8, 2018 4 min read
Should investors prepare for higher volatility ahead?
Jim Baird Wealth Management
Blog November 7, 2018 1 min read