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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

Inflation edges higher again in May
Jim Baird Wealth Management
Blog June 12, 2018 1 min read
Unemployment falls to 18-year low of 3.8%
Jim Baird Wealth Management
Blog June 1, 2018 1 min read
Is the tighter labor market a risk to the business outlook?
Jim Baird Wealth Management
Article June 1, 2018 1 min read
Could increasing labor costs be a catalyst for rising inflation?
Jim Baird Wealth Management
Article May 31, 2018 1 min read