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Experience

Serving as a personal CFO, I assist high-net-worth individuals and families with achieving peace of mind. Whether that’s growing their wealth, reducing income and estate taxes, or planning for future generations, I go to great lengths to ensure my clients are covered in all facets of their financial lives. No matter how complex their personal balance sheets, they appreciate that I bring a positive attitude to every engagement while offering them unbiased information — based on nearly two decades of experience.

My greatest accomplishments with the firm are the growth of this practice, in both team size and expanded geographies. I’m proud to say that the reason we’re able to reach more clients is because of our reputation for providing valuable services, a unique perspective on the industry, as well as future insights for tomorrow that allow clients to make sound decisions today.

I belong to the Greater Lansing Estate Planning Council, the AICPA, and the MICPA. I have a B.A. and an M.S. in accounting with a specialization in tax and finance from Michigan State University. Additionally, I’ve been recognized as a Lansing Regional Chamber of Commerce “Ten Over the Next 10” award finalist.

It’s great that I can work at a firm where I can become partner and still be heavily involved in coaching different youth sports for all three of my children. I also enjoy golfing, attending MSU sporting events, and traveling with my family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Specializes In

I love living in Michigan. From camping and fishing, to hunting and boating, this state provides an amazing outdoor recreational setting that I’ve taken advantage of with friends and family throughout my life.

Additional Thoughts

Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch