COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.
Beaird Harris will be closed Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday.
We’ll reopen on Monday, November 28th at 8:30am.
Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am.
Beaird Harris will be closed Monday, January 2nd in observance of the New Year.
Ginnie Baker was admitted to the firm’s team of partners alongside Clint Dunn, effective January 1, 2021. “We are excited to share the news of the firm’s expanded partner group,” said Pat Beaird, Co-Founder of Beaird Harris. “The additional ownership continues to position Beaird Harris to remain independent and to carry on our services for many generations to come. Our new partners exemplify a passion for excellence and an unyielding commitment to quality, integrity and living our values.”
Ginnie is a Wealth Manager and has been involved in the financial services industry since 2011 and with Beaird Harris since 2015. Her collaborative nature and deep understanding of complex financial planning issues allows her to navigate client’s financial situations and speak to them about investments, financial planning, insurance, and estate planning in ways they can understand. Ginnie works with high net worth and high income individuals and families, businesses and healthcare professionals, and is the lead advisor of the firm’s New Doctor Program.
Ginnie further explores her passion for financial planning through her involvement in the Dallas/Fort Worth Chapter of the Financial Planning Association, where she currently serves as President. She is also involved in the Personal Financial Planning Program Alumni Association Board at Texas Tech University, where she currently serves as Chair of the Mentorship Program and previously served as President. Ginnie also actively participates in Zero Alpha Group’s Women’s Forum.
Ginnie was awarded the DFW FPA Young Guns award in 2017, which is given to an up-and-coming planner age 36 and under who is making contributions to the financial planning profession and DFW FPA organization. She also received the Texas Tech Financial Planning Young Guns Award in 2020, which is given to a graduate of the Texas Tech Personal Financial Planning Program that has enhanced the reputation of the Program and Department at Texas Tech through their emerging record of achievements. Ginnie was also named a Best Financial Planner in D Magazine for 2018, 2019, & 2020.
Ginnie is a Certified Financial Planner™ professional and licensed Investment Advisory Representative. She graduated from Texas Tech University with a BBA in General Business and MS in Personal Financial Planning in 2008 and 2012, respectively.
About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
DISCLOSURE: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ginnie Baker and/or Beaird Harris Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Ginnie Baker and/or Beaird Harris Wealth Management by any of their clients.
ANY QUESTIONS: Beaird Harris’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.bh-co.com.
We’ll help you get started and learn more about Beaird Harris.