Samuel Baynes CRC®
Samuel W. Baynes is the Founder and Principal of Baynes Investment Counsel, LLC. He started the firm based on his commonsense approach to portfolio management, lifetime business experience and his commitment to provide sound, practical, comprehensive financial advice. Prior to forming Baynes Investment Counsel, Sam was a PIA Portfolio Advisor with Merrill Lynch Wealth Management and a member of the Management Team Advisory Council.
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.
Christian Stake MBA
Pete Greene, MBA
Pete Greene, MBA Finance, The Ohio State University
30 years of experience in:
Traditional Investments, Private Equity, Real Estate and Financial Planning