Filbrandt & Company Team

James Haygood, AWMA®, CFP®

Client Development Executive James Haygood enjoys helping academic professionals who often have no idea where to start in financial planning.

James enjoys helping people begin to focus and prioritize their financial goals. “What I like most about my job is helping people start the process of feeling confident about their financial future,” he said.

“I help them identify what financial goals are most important and urgent for them and then start to prioritize and implement a plan,” he said. “When I meet someone for the first time, they often have specific goals for retirement or their family, but don’t know if they can achieve them. Sometimes they are just simply too busy or not organized enough to know how to plan to achieve their financial goals. After we begin to work with them, they start to really understand their entire financial picture and really gain the confidence to know how to reach their retirement, estate and other financial goals.”

James attended the University of Wisconsin-Whitewater, where he received a Bachelor of Arts degree. He has completed the Certified Financial Planner™ program and has earned the Certified Financial Planner™ (CFP®) designation.

James Haygood, AWMA®, CFP®