Our Team

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JAMES MILLER

Founder, Author & Speaker

James Miller, founder of Baobab Wealth Management, works with individuals and families to create financial plans that address their individual situations. He holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning. When not working on a financial plan, you can find Jimmy with his wife, Sonja, and his son, Hendrik, or his clients enjoying the great outdoors. Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailor, and world traveler! He also enjoys volunteering his time with the Boy Scouts of America as a troop leader.

Sonja

SONJA Pützer

Founder, Author & Speaker

Sonja is an integral part of Baobab Wealth Management. She has extensive knowledge of the firm and our clients and is passionate about building long-term relationships with each and every person we work with. Sonja is an expert marketer, storyteller, product creator, and leader. Originally from Germany, Sonja met Jimmy while climbing Mt. Kilimanjaro and shares his passion for travel and adventure.

Dustin - Baobab

DUSTIN TAYLOR

Digital Marketing Specialist

Dustin is a partner at Baobab Advisor Consulting, a digital marketing and web design agency aimed at helping financial advisors grow their practice. He helps our firm effectively communicate our mission and values across all forms of content. Dustin holds a BA in Business Administration with a focus in Marketing from The University of Tennessee at Knoxville and loves to travel. As an expat, he is passionate about the value that financial advisors bring to clients who are managing their lives abroad.

Christie

Christie Sheffield

Executive Assistant

Based in East Tennessee, Christie has over 25 years of experience in the financial industry.  She interned for a large financial advisory firm in college while obtaining her BA in Economics from the University of Tennessee, Knoxville.  After spending a majority of her career in banking, Christie transitioned to the wealth management side of the financial industry 6 years ago and very much enjoys working with advisors and clients in her new role.  In her free time, you will find her on the golf course with her son or traveling with her adult daughters.  To exercise her creative side, she works as a calligraphy artist for local wedding vendors.

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