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. Learn more about Jimmy by connecting with him on LinkedIn.
Daniel Di Lascia
Daniel Di Lascia is a financial advisor with more than 19 years of experience in the financial industry. He works with Intervest International. Daniel graduated from Siena College with a bachelor’s degree in finance. When not working, Dan enjoys spending time with his wife and two kids who are 8 and 11 years old. Dan is also a bit of a gastronome and can often be found in local restaurants around his home town of Lakewood Ranch, FL. To learn more about Daniel, connect with him on LinkedIn.
Kathie is our client service specialist and adds more than 30 years of experience to our team. Kathie uses her expertise to bring outstanding customer service to Baobab Wealth Management’s clients, improving communication and handling client needs. Prior to joining our team, Kathie worked with Woodside Asset Management in Menlo Park and partnered with individual investors to execute trades and handle all aspects of account administration. Kathie also spent many years in the insurance industry, working with AIG and MassMutual Life Insurance Co.
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. To learn more about Sonja, connect with her on LinkedIn.
Claire is founder of Indigo Marketing Agency and helps Baobab Wealth Management with their marketing and creative efforts, helping our firm effectively communicate our mission and values. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from UC San Diego as well as a BA in Economics from UC Davis. Claire is passionate about the value that financial advisors bring to their clients and communities. To learn more about Claire, connect with her on LinkedIn.