Jim has been with Baird since 2000 and in the financial services industry for over 29 years. His areas of expertise include comprehensive financial planning to ensure clients meet their financial goals.
Jim earned his Certified Private Wealth Advisor® designation, which is administered by the Investment Management Consultants Association® (IMCA®) to wealth managers and advisors who complete the experience, education, examination and ethics requirements. Jim also holds his Chartered Life Underwriter® designation, a highly respected achievement of insurance expertise that requires the designee to complete extensive coursework and meet the ethical and experience standards of The American College. The CLU® provides candidates in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.
Jim takes a very personal one-on-one approach to meeting clients’ financial and personal goals with an emphasis on superior service. He recognizes that every client is different and consequently have their own needs and goals.