Our Profile
As members of Baird's Private Wealth Management Group, The HWH Group specializes in providing high-end advisory services, financial planning and investment consulting solutions for both individual and institutional clients. Our group has over 75 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.
Meet Our Team
Paul Heitzkey, CFP®, CPWA® CPFA®
Vice President
Prior to joining Baird in 2015, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation while working as a financial advisor and wealth manager with New England Financial. CFP® professionals take a holistic,...
James Alan Hodge
Managing Director
Jim Hodge is a Director and Madison Branch Manager and has been providing financial consultation to individuals, corporations, and non-profit organizations since he joined Baird in 1996...
Stacy P. Williams, QPFC
Director
Stacy P. Williams, QPFC is a Director and Senior Investment Consultant with The HWH Group at Baird. She provides comprehensive investment consulting to successful families, endowments, corporations, and retirement plans...
Raymond Cisneros, CFP®
Client Specialist
Raymond graduated from the University of Wisconsin-Madison in 2020 with a degree in Personal Finance and certificate in Entrepreneurship. During that summer, he worked as an intern at Northwestern Mutual where he helped...
Vikki Nielsen
Senior Client Specialist
Vikki started her career with Baird in 2019 after working in the Fitness Industry for over 19 years as a Manager and Personal Trainer. In late summer 2021, she joined the Fiene Heitzkey Group as a Client Assistant.Vikki is proud to be...
Shea McCreight
Assistant Vice President
Shea joined The Hodge Williams Investment Group in early 2018 after spending 17 years at The BonTon Stores, Inc. in the corporate office; serving her last stint with the firm as Executive Assistant to the President and CEO. Shea is...
Trent Remmers
Client Specialist
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