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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

Retail sales up 0.3% in April, matching expectations
Jim Baird Wealth Management
Blog May 15, 2018 1 min read
Market Perspectives
Jim Baird Wealth Management
Article May 14, 2018 1 min read
Consumer sentiment holds steady in May
Jim Baird Wealth Management
Blog May 11, 2018 1 min read
Unemployment falls below 4.0% for the first time since December 2000
Jim Baird Wealth Management
Blog May 04, 2018 1 min read