Learn more about the client-focused service for which our team is so well-known. Contact us today to explore a partnership.
James (Jim) is a Financial Advisor with over 25 years of experience in the financial services industry. Jim works with individuals, families, small businesses, and non-profit organizations in assisting in the achievement of their financial goals. Jim helps his clients create and grow wealth, protect and preserve wealth, and plan and implement the tax-advantaged distribution of wealth both during life and at death.
Jim graduated from the Southern Illinois University with a bachelor’s degree and has taken many continuing education courses in finance since that time. Jim takes pride in working for a firm that puts you first. Whether you are planning your income for retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, Jim can help.
In addition, Jim enjoys spending his free time with his wife and his grown children. He is a past president of the Janesville Noon Kiwanis Club and is an Honorary Goodwill Ambassador for Forward Janesville.
Richard Braun, ChFC®, CLU®, CFP®
Richard (Rich) is a Financial Advisor and has over 20 years of investment and financial planning experience. This includes working with individual and institutional clients, teaching financial planning classes, speaking at advisor forums, and conducting client seminars.
Rich graduated from the University of Wisconsin–Madison and received his MBA at the University of Wisconsin - Milwaukee. Rich currently holds the Series 6, 7, 63, 65 and Health & Life Insurance licenses. He is also a Certified Financial Planner®, a Chartered Financial Consultant®, a Chartered Advisor for Senior Living®, and a Chartered Life Underwriter®.
Rich and his wife Wendy have teenage twin boys, Andrew and Matthew. They enjoy using their free time: biking, golfing, skiing, fishing and traveling.
Debra L. Cerny
Assistant Vice President
Registered Client Relationship Specialist
Debra Cerny is an Assistant Vice President, Registered Client Relationship Specialist. She has over 20 years of experience in the financial services industry and carries numerous licenses.
Debra manages your day to day account activity while providing you with the best possible service that you have come to expect from Baird.