Patricia Baum, CPWA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Margaret Jackson, AIF®, CFP®, CPWA®, RMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Steven Rice, CFA, CFP®

Associate Financial Advisor


Trisha Thomas

Senior Business Associate


Stephanie Latta

Investment Associate


Ryan Quigg

Client Associate


A team approach

Our team brings energy and enthusiasm to our work, with a passion for building lasting client relationships. We leverage over 100 years of investment experience to create a true relationship with our clients. We take a holistic view, seeing our clients' investments as a means for turning their life goals into reality. We work in concert with our clients' tax and legal advisors to coordinate and expand their financial opportunities -- growing assets, managing risk, and creating a retirement income and building a legacy.

Statistics for the Baum Jackson Investment Group

* Total assets under management: over $1 billion
* Minimum account size: $1 million