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.

Dan

DAN DILASCIA

FINANCIAL ADVISOR

Based out of Lakewood Ranch, Florida, Dan has over 22 years of experience in financial services. His career started as an intern in 1998 learning the financial planning business from the ground up before graduating with a Finance Degree from Siena College in Loudonville, NY in 1999. Working as a fiduciary financial advisor, putting the client’s needs first, is the foundation on which he builds relationships.

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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.

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