Our Team

Headshot no teeth InSite 3

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.

Nathan

NATHAN Frerichs

Financial Advisor

Nathan, a former U.S. Coast Guard Chief, joined Baobab Wealth Management after meeting Jimmy in Hawaii. His leadership in the Coast Guard, navigating challenges like hurricanes and oil spills, reflects his dedication. Impressed by Baobab's impact and his desire to serve, Nathan aligned with their ethos of personalized financial guidance. Beyond work, he enjoys freediving, hunting, and community service with the Coast Guard Chief Petty Officer Association, embodying leadership both professionally and personally.

Sonja

SONJA Pützer

 

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.

D

DAIRESSE TORRES

Director of Operations

Dairesse has spent over twenty years overseeing the day-to-day practice operations for private wealth advisors. Her extensive experience in the industry includes assisting clients with complex service needs, managing and training support teams, and building new private wealth practices from the ground up.

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.

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