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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

Manufacturing slips in February; consumer sentiment rises
Jim Baird Wealth Management
Blog March 15, 2019 2 min read
Are interest rates at risk of choking off growth?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
Should investors be concerned about inflation?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
CPI rises 0.2% in February, dips to 2.1% over the past year
Jim Baird Wealth Management
Blog March 12, 2019 1 min read