James Brueggeman

I love what I do. Every client brings a unique story, and I embrace the opportunity to craft personalized financial strategies that reflect individual goals and circumstances. My greatest reward comes from building long-term relationships and helping clients gain clarity and confidence in their financial lives.

With a diverse professional background in finance, data science, project management, and real estate investing, I bring a well-rounded perspective to every financial plan. I understand that money can be one of life’s biggest stressors—my role is to simplify the complex and bring peace of mind.

Outside of work, my wife Dani and I have been married for 15 years and are the proud parents of four lovely daughters—ages 10, 9, and 7-year-old identical twins. We enjoy spending time outdoors hiking, swimming, and fitting in a round of golf when we can. We also love exploring new restaurants, coffee shops, and live music venues—recommendations are always welcome!

Professional Designations:

• Investment Professional

Experience:

• 18 years in Global IT, Real Estate, and Finance industries including 6 years with Zimmer Financial Group

Education:

• Regis University
• University of Wisconsin – Stevens Point
• B.A. Public Relations, Business