James Brueggeman

I mean it when I say “I truly love my job”. Getting to know people from all walks of life keeps things interesting and I embrace the challenge of creating a financial plan that meets your individual needs. Building long-term relationships with clients is what I find most rewarding. My professional experiences in finance, data science, project management, and real estate investing, are all useful when crafting a well-rounded financial plan. Life gives us enough to worry about, with money and finances often being at the top of the list – if I can help to bring you peace of mind in this area then I am doing my job!

Personally, my wife Dani and I have four lovely daughters – ages 9, 8, and 6-year-old twins! When we aren’t chasing after one of the girls, we love to spend time outside hiking, swimming, and sneaking in some golf whenever possible. You may also find us checking out some local music or sampling a new local restaurant, coffee shop, or winery. Recommendations are always welcomed!

Professional Designations:

• Investment Professional

Experience:

• 17 years in Global IT, Real Estate, and Finance industries including 5 years with Zimmer Financial Group

Education:

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