Spring Creek Career Ministry
Spring Creek Church / N35 W22000 Capitol Drive
Pewaukee, WI 53072
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Money Matters During Transition
SpringCreek Church is hosting a panel of money experts to discuss all money matters you may have during and post career transition.
Event Details
August 11, 2020
6.30 - 8 pm
SpringCreek Church
N35W22000 W Capitol Dr, Pewaukee, WI 53072 (Capital and Springdale Road)
Room - The Hub (enter Door 7 at NW side of complex)
Panel
Jim Pondel - Jim is a CFP, Associate VP, Senior Portfolio Manager and Financial Advisor with Morgan Stanley.
Haly Besaw - Haly is a Financial Advisor and FINRA registered representative with Robert Baird.
Laura Peters-Shimko - Laura is a Financial Advisor with Edwards Jones in Milwaukee.
Please see attached for a more detailed bio of our panelists. All three have navigated careers from a non-advisor field and could also advise those interested in a career change.
To have a more effective discussion, we appreciate if you would send up to 2 questions on Matter Matters either to Angie at angiechoyedwards@gmail.com or Gregg at geberhardt@hotmail.com. We will consolidate for discussion.
We require registration for planning purposes. Feel free to invite others.
Our facility is wiped down and cleaned between uses. We will have enough room to practise social distancing with seating at every other row. Masks are optional.
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James G. Pondel, CFP® II Associate Vice President II Senior Portfolio Manager II Financial Advisor
Jim manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. Using a long-term value-based investment approach, he helps clients develop and implement strategies in an effort to build wealth and realize financial goals. Key statistics such as PE ratios, book value, return on invested capital and cash flow are utilized by Jim when determining the “intrinsic” value of a company. He believes his approach is suitable for investors attempting to outperform the market over a longer time period.
Additionally, Jim works closely with clients through a discovery process to gather the necessary information that will enable the client to determine their current financial state and their desired outcomes. A thorough analysis of the information will allow him to create an investment recommendation with an appropriate level of risk relative to each client’s situation. Whether the outcome is education funding, deriving income during retirement or preserving and passing a legacy to the next generation in a tax-efficient manner, Jim has the ability to build and execute strategies to help achieve those goals.
Jim began his investment career at M&I Bank where he was responsible for managing the bank’s short-term trading desk and later spent 17 successful years as a member of the Chicago Mercantile Exchange. Additionally, he worked at GE’s insurance division before leaving as a top performer. Jim received his undergraduate degree in Economics from Ripon College and Masters in Business Administration from Northwestern University’s Kellogg School of Management.
When he is not working with clients, Jim and his family enjoy being in the great outdoors. He is an avid runner and also likes hiking and fishing. Jim is a board member and past president of the Kellogg Alumni Club of Wisconsin and a past volunteer for the Boy Scouts of America.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax or for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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As a Financial Advisor at Baird, Haly Besaw specializes in helping people more effectively manage life’s transitional events in a way that enhances their confidence and outlook for the future. As a professional woman who has personally experienced life changing events, Haly provides the inside knowledge and financial know-how to help turn these challenging times into opportunities.
A Wealth of Experience
Haly’s passion to help others is surpassed only by her desire to add value to her clients and enhance their financial lives. Her collaborative style allows her to become a trusted partner with her clients working together to achieve their life’s goals and dreams. In addition, Haly has volunteered her time as well as her popular workshop “Likability and Your Career” at various unemployment networking groups throughout the Milwaukee area to help those in job transition.
Haly graduated from the Milwaukee School of Engineering in 1985 with a Bachelor of Science degree in Electrical Engineering and also married her lab partner, Mike. Afterward, she worked as an engineer for the Department of the Navy on various missile and target systems. Her time as an engineer taught her to think analytically and strategically and review situations fully before making recommendations. She uses a similar approach with her business by using the newest technology tools and Baird’s resources to create comprehensive financial plans. Haly’s unique engineering background allows her to connect with clients who have a similar background by using a technical communication style and clearly answering questions in a manner they understand.
Haly is very active in her community of Cedarburg where she lives with her husband and three children. She shares her passion for music with her family and community where she plays flute in the Lakeshore Symphonic Band. Haly and Mike enjoy hiking the many State Parks in Wisconsin. With a strong commitment of community involvement, she has volunteered for local organizations as well as serving her community as a Cedarburg City Council Member for four years. Her family is active in AFS and hosts exchange students from various foreign countries.
Haly is a FINRA registered representative and holds the Series 7 & 66 and carries her Resident Intermediary Individual, Health, Life, Accident & Health, Variable Life/Variable Annuities and Long Term Care insurance licenses.
Why Baird?Haly is proud to be part of Baird – a global, independent firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. Employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.
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Laura Peters-Shimko is a financial advisor with Edward Jones in Milwaukee. In her role, she guides individuals and families with financial planning and wealth management, allowing those that she serves to focus on the areas of their life that give them joy, meaning and purpose. She is passionate about financial advocacy and education and enjoys sharing this important knowledge with the broader community.
Prior to joining Edward Jones, Laura enjoyed a fifteen year career in Global Procurement & Supply Chain at Fortune 500 companies in the Midwest. Through her work, she lead large teams and traveled extensively across the U.S., Mexico and across Asia. Out of this experience grew her personal passion for travel.
She lives in Milwaukee's East Side with her husband Jason and two children, Maia and Tarek. Together, they enjoy the walkable community and access to Lake Michigan. On the weekends, you'll find them exploring the city via bike, gardening or in the kitchen cooking a new recipe or two.
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Upcoming Events
Aug 11 "Money Matters During Transition" - Jim Pondel (Morgan Stanley), Haly Besaw (Robert Baird)
Laura Peters Shimko
(Edwards Jones)
Sept 8 "How to Wow! Your Job Interview" - Jay Litton (virtual)
Oct 13 "Closing the Deal" - TBD speaker
Nov 10 "Getting Through the Holidays" - TBD speaker
Dec TBD
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Recent Recorded Event:
July 14, 2020 - Resume & Interview Panel Discussion
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