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Experience

I specialize in helping high-net-worth individuals and related entities obtain their financial objectives in the most efficient tax matter. My expertise is in personal tax planning, retirement planning, and personal and fiduciary income tax considerations.

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Specializes In

Outside of work, I enjoy photography. I’m also a goalie on a hockey team, playing three times a week. I’ve done this most of my life, and often play before coming into work.

Additional Thoughts

Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
PMFA special commentary: “Why now?”
Jim Baird Wealth Management
Blog October 12, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article October 12, 2018 4 min read