Founders; James Alan Hodge - Branch Manager, Director & Stacy P. Williams, QPFC

Founders Jim Hodge and Stacy Williams have over 50 years of combined experience and have been working together on personalized wealth management solutions since 2004. We enjoy getting to know our clients and helping them pursue what matters through careful planning and execution.

In a world that is becoming increasingly complicated by the day, it can be hard to know if you are making the right decision for your future. Our top priority is creating peace of mind – that no matter what the future has in store, you have a capable team always looking out for you.

Our Team

The Hodge Williams Group

"Time in the market, instead of timing the market, is the key to long-term growth."

James Alan Hodge

Managing Director

Jim Hodge is a Director and Madison Branch Manager and has been providing financial consultation to individuals, corporations, and non-profit organizations since he joined Baird in 1996. Mr. Hodge earned his Bachelor of Science degree...

Stacy P. Williams, QPFC

Director

Stacy P. Williams, QPFC is a Director and Senior Investment Consultant with the Hodge Williams Group at Baird. She provides comprehensive investment consulting to successful families, endowments, corporations, and retirement plans....

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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