Jim Hodge

About Jim Hodge

Jim Hodge is a Managing Director 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 in Agri-Business from Arizona State University with additional undergraduate studies in Madrid, Spain. He has completed Baird\'s Senior Investment Consultants Program hosted at the University of Chicago Graduate School of Business and is a member of the Investment Management Consultants Association. Mr. Hodge was the recipient of Baird\'s G. Frederick Kasten, Jr. Award honoring his exemplary client service. Jim has also been recognized by *Forbes as a Best-In-State Wealth Advisor (20••••24) and The Hodge Williams Group has been recognized as **Forbes Best-In-State Wealth Management Teams (2024).Mr. Hodge is active in the community, was a member of the Wisconsin Farm Bureau 2012 Leadership Class VI and served as a member of the Cargill Methodist Church finance committee. He also served on the Holiday Home Camp Finance committee, the 4-H Advisory Board, and is active in Junior Achievement. Mr. Hodge is a native of Wisconsin and a 5th generation family-farm owner in the Janesville, Wisconsin area.The Hodge Williams Group specializes in providing high end advisory services, financial planning and investment consulting solutions for both individual, institutional clients and non-for-profit organizations. Our group has over 60 years of combined experience in Financial Services.Our investment philosophy focuses on two fundamental needs of our clients, the desire to create and preserve wealth with an emphasis on long term investing. Our focus on wealth creation and preservation affords us the opportunity to help manage not only investment performance, but also investment risk.*Forbes/SHOOK Research Best-In-State Wealth Advisor recognition 2019 through 2024. Published annually January - April. Rankings based on data as of June 30 of prior year.**2024 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23.VK20••••23

Experience

1. Managing Director

   Baird

   Feb 2025 — Present

Education

• Arizona State University

  Business, Business

  1988 — 1992

Skills

• Asset Allocation
• Finance
• New Business Development
• Investments
• Investment Management
• Performance Management
• Wealth Management
• Portfolio Management
• Asset Management
• Wealth Management Services