Thomas A. Baird is a Certified Financial Planner (CFP®) with Veritas Wealth Management LLC. Mr. Baird graduated with high honors from Baylor University with a degree in finance. He began his career with the Houston office of Arthur Andersen & Co. in 1983 before entering the financial planning profession in 1986. In 1987 Mr. Baird earned the CFP® professional designation. He has been admitted to the Registry of Financial Planning Practitioners and holds the NASD Series 7 and Series 63 Securities Registrations and the Group 1 Life and Health and Variable Insurance licenses. He is a Registered Representative and Investment Advisor Representative of Sagepoint Financial, Inc. He is securities registered in Texas, New Mexico, Maryland and Ohio.
Mr. Baird has been a guest lecturer at numerous educational programs throughout Texas. In addition, he has taught a Financial Planning course through the University of St. Thomas as well as continuing education classes on financial planning to the Country Club Manager Association of America. Mr. Baird wrote the forward to The Art of Investing and Portfolio Management published by McGraw Hill.
Mr. Baird participates in numerous political and charitable events and is a past board member of the Financial Planning Association of Houston. He is currently a member of the Financial Planning Association of Houston, past Vice-Chairman with the Greater Houston Partnership’s Ambassadors Committee, and 1997 recipient of the Greater Houston Partnership’s Chairman’s Award. He has been awarded four lifetime memberships to the Greater Houston Partnership and has served on the professional services committee at the Partnership. He is married and has three children and is actively involved in his church and community.