Who We Are
As members of Baird's Private Wealth Management Group, The Hodge Williams Group specializes in providing high-end advisory services, financial planning and investment consulting solutions for both individual and institutional clients. Our group has over 65 years of combined experience in Financial Services. Our mission is to operate a comprehensive financial advisory practice, with a highly qualified team, in order to provide the most professional, reliable and consistent financial advice to our clients.
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.
James Alan Hodge
(414) 298-7511, Milwaukee
(608) 252-5740, Madison
Downtown Madison, Wisconsin Office and Downtown Milwaukee, Wisconsin Office
James A. Hodge joined Baird in 1996 and serves as a Director and Madison Branch Manager. Jim provides financial consultation to individuals, corporations, and non-profit organizations. A Wisconsin native, Hodge graduated from Arizona State with a degree in agri-business. Jim is currently a member of the Investment Management Consultants Association, and he successfully completed Baird’s Investment Consultants Program hosted at the University Of Chicago Graduate School Of Business. Jim was a recipient of the Forbes 2019, 2020 and 2021 Best In State Wealth Advisor.
Mr. Hodge is active in the community, serving on the Cargill United Methodist Church Finance Committee and as a LaPrairie 4-H project leader. Jim volunteers with the Janesville Performing Arts Center, Junior Achievement, School District of Janesville Elevate Academic/Mentorship Program, and the American Heart Association. Hodge was selected to be a member of the Wisconsin Farm Bureau 2012 Leadership Class VI. Jim and his wife, Sarah (along with their three children) are 5th generation farmers in Janesville, Wisconsin. He was featured in Corporate Report Wisconsin for his experience with investments and passion for farming.
Stacy P. Williams, QPFC
Senior Investment Consultant
Senior Investment Consultant
Senior Vice President
Milwaukee, Wisconsin Office
Stacy P. Williams, QPFC is a Senior Vice President and Senior Investment Consultant with the Hodge Williams Group at Baird. She provides comprehensive investment consulting to successful families, endowments, corporations, and retirement plans. Prior to joining Baird's Private Wealth Management group, Ms. Williams held the position of Associate Equity Research Analyst in Baird's Institutional Petroleum Research Group from 2000 to 2005.
Ms. Williams holds a Master of Science degree from the University of Wisconsin; a Bachelor of Arts degree from the College of Wooster; successfully completed Baird's Investment Consultants Program hosted at the University of Chicago Graduate School of Business; and attained the Qualified Plan Financial Consultant (QPFC) professional credential in 2021. She is recognized by FORBES as one of America’s Top Women Advisors (2020), in addition to being named a “Forty Under 40 ” by the Milwaukee Business Journal (2010) and being awarded the Baird G. Frederick Kasten award (2007) for Client Service Excellence. Ms. Williams is also regularly invited to attend the prestigious “Top Women Advisors Summit " hosted annually by Barron’s.
Ms. Williams is a long-time volunteer for United Way of Greater Milwaukee & Waukesha County, where she serves as a Director on the Board and co-chair for the 2021 United Way Campaign. She is a member of the United Way Women’s Leadership Council, a co-founder of the United Way Emerging Leaders Council, and active volunteer with the Emerging Readers program. Ms. Williams also serves on the Neurosciences Research Center Advisory Board of the Medical College of Wisconsin. She is active in the Arts community as an Honorary Trustee with the Milwaukee Repertory Theater, member of the Bridge Committee at the Sharon Lynne Wilson Center for the Arts, and the Marcus Center for Performing Arts – “50 Women of the Arts." She enjoys living in Fox Point with her husband (Blair), two children (Rowan and Rex), and variety of beloved family pets.
Christine Bunchkowski, CFP
She graduated from Marquette University with a Bachelor of Arts degree in Spanish for the Health and Business Professions. Her fluency in Spanish is greatly owed to her studies in Puebla, Mexico where she attended UDLA for a semester abroad.
Christine is active in her community both as a lifetime member of Sigma Delta Pi, a national Hispanic honor society, and as a mentor for first-generation college students at Marquette University. She also enjoys spending time golfing, bowling, hiking and practicing yoga. Christine and her fiancé, James, currently reside in New Berlin, WI.
Shea spends her free time going to her children’s sporting activities and she herself likes running, biking and other outdoor activities. She enjoys living in the Village of Bayside with her husband and 3 children.