Partnerships

Jim and Stacy have selectively partnered with fellow Baird advisors over the years where opportunities present for a collaborative approach and best practices solution.

One such recent alliance is with Paul Heitzkey who works with established successful families and qualified retirement plans.

We are excited to announce that we have recently formed a strategic alliance with another Baird advisor, Paul Heitzkey. Our team members have worked with similar focus and culture for more than 25 years, engaging in advanced education and planning within our industry, discussing the markets and strategizing for our clients. Not only do we share clients with similar values, but we also share a passion of really getting to know our clients and wanting to make a difference in their lives.