James (Jim) Squier serves as a navigator, working closely with clients to identify their goals and ensure the firm’s services align with their individual needs. Detail-oriented and service-minded, Jim focuses on understanding each client’s unique situation so planning can be thoughtfully customized rather than one-size-fits-all. 

Before joining the firm, Jim built a diverse professional background that spans both sports performance and construction. He previously worked in strength and conditioning at the collegiate level, including at Marquette University, and later helped build custom homes and luxury tiny homes. These roles have strengthened his ability to communicate effectively, manage complex details, and guide people through projects that require accuracy and trust. 

Jim holds a bachelor’s degree in Exercise Science from the University of Wisconsin – La Crosse and a master’s degree in Sports Administration from Southeastern Oklahoma University. 

Outside of work, Jim loves to cook and bake and stays involved with St. Mary’s Visitation Parish in Elm Grove.