Our Team
A specialized team with a global perspective. Get to know the people behind your financial plan, then reach out to start a conversation.

James Miller
Founder
Founder and lead advisor helping globally minded families build tax-smart retirement income.
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Sonja Puetzer
Chief Compliance Officer
A relationship-centered advisor bridging cultures and long-term client goals.
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Dustin Taylor
Marketing Director
Sharing Baobab's mission and values across every channel.
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