Samuel Baynes CRC®

Executive Leadership

Samuel W. Baynes is the Founder and Principal of Baynes Investment Counsel, LLC. He also serves as CEO of Baynes Capital LLC and Baynes Capital Partners LLC, a premier Private Equity firm based in Dallas, Texas that focuses on energy and oil industry related companies. 

Mr. Baynes received his Bachelor of Science Degree in Business Administration from Indiana Wesleyan University, Marion, and his Certified Financial Planner education from The University of Texas at Austin.  Mr. Baynes also holds the CRC designation under the Texas Tech University certification program.

Mr. Baynes extensive experience in business and finance provide him with a wealth of knowledge that enables him to serve the best interests of investors, clients and stakeholders.  Prior to forming Baynes Investment Counsel, Mr. Baynes served as a PIA Portfolio Advisor with Merrill Lynch Wealth Management as well as a member of the Merrill Lynch Management Team Advisory Council.  Earlier in his career Mr. Baynes held the position of President and CEO for a Geotechnical design/build firm specializing in heavily engineered private and public projects.



Jim Bertram CEPA®

Wealth Advisor
Nashville Market Director

Jim Bertram is experienced investment professional with two decades of tenure in financial services. With a successful track record of raising capital within traditional investments as well as private investments, Jim has a proven ability to create custom investment opportunities and help others achieve financial success. Jim has a deep understanding of the wealth management industry, having worked closely with wealth advisors and gaining insights into the unique needs of successful families and business owners.

Jim leverages his expertise in financial markets to assist high net worth individuals, families, and business owners grow and preserve their wealth. With a passion for delivering exceptional client service and a commitment to creating personalized investment strategies, Jim is well-equipped to help clients achieve their financial goals.

Jim is a proud husband, father of three, and an active member of the community. Jim is passionate about coaching youth sports while inspiring and mentoring the next generation of leaders. Jim is working to make a lasting impact for his clients and his community.

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