Allie Baird
Allie Baird joined Jeff K. Ross Financial Services, LLC in March of 2016. She earned her BBA in Management with a Minor in Finance at Haworth College of Business at Western Michigan University (WMU). As the Executive Assistant, Allie supports Jeff to serve their clients by processing clients requests, monitoring transactions, account maintenance, review meeting preparation, and portfolio management. Since joining
Jeff K. Ross Financial Services, LLC, Allie has earned her Insurance License in Life, Accident and Health.
Her passion for golf, yoga, and camping contribute to her healthy, active lifestyle which she strongly values.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management