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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

Market perspectives
Jim Baird Wealth Management
Article September 14, 2018 4 min read
August retail sales disappoint
Jim Baird Wealth Management
Blog September 14, 2018 1 min read
Inflation ebbs modestly in August; CPI dips to 2.7%
Jim Baird Wealth Management
Blog September 13, 2018 1 min read
Five smart financial moves to make when you have extra cash
Ryan Linenger Wealth Management
Article September 12, 2018 4 min read