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Live Well 2022: Baldschun, Windham & Jones

Cameron Windham and Andy Jones
Principle, Baldschun, Windham & Jones

3920 Arkwright Road, Suite 100, Macon
478-743-9351
cameronwindham.nm.com | andyjones.nm.com

WHAT IS YOUR MISSION?

Our mission is to build and preserve intergenerational wealth for our clients and create prosperity across Central and South Georgia.

HOW HAS THAT MISSION CHANGED BECAUSE OF COVID-19?

Our mission to deliver financial security hasn’t changed. Instead, the pandemic helped businesses and families realize it’s more important than ever to have a personalized financial plan.

WHAT IS THE MISSION OF YOUR BUSINESS?

Our mission is to build and preserve intergenerational wealth for our clients and preserve and create prosperity across Central and South Georgia.

HOW DO YOU SERVE OUR COMMUNITY INCLUSIVELY?

We are intentional about being in our community, which allows us the opportunity to gain clarity around the unique needs of those we serve. We care deeply about ensuring everyone has the opportunity to protect and build wealth — no matter what age, life stage, background or life experiences.

HOW DOES YOUR BUSINESS SERVE OUR COMMUNITY WITH INCLUSIVITY IN MIND?

We are intentional about being in community, which allows us the opportunity to gain clarity around the unique needs of those we serve. We care deeply about helping to ensure that everyone has the opportunity to protect and build wealth no matter what age, life stage, background or life experiences.

HOW DOES YOUR BUSINESS IMPROVE LIVES?

As Certified Financial Planner™ (CFP®) professionals, we are held to high fiduciary standards and have confidence in our expertise and knowledge. For more than 40 years, we have helped individuals, families and businesses achieve financial security by helping to grow wealth and protect what matters most. We are proud of our partnership with Northwestern Mutual, which is named one of Fortune’s “World’s Most Admired” Companies year-over-year.

HOW DOES YOUR BUSINESS IMPROVE LIVES?

As Certified Financial Planner™ (CFP®) professionals, we have confidence in our expertise and knowledge and always act in our client’s their best interest. For more than 40 years, we’ve helped individuals, families and businesses our clients achieve financial security by helping to grow wealth and protecting what matters most. We’re proud of our partnership with Northwestern Mutual, which was founded in 1857, ranks 90 on the 2021 Fortune 500 list and named one of Fortune®’s “World’s Most Admired” Companies.

WHAT CHALLENGES DO YOU FACE, AND HOW DO YOU OVERCOME THEM?

t’s not a challenge, but instead a growth opportunity. Because of the increasing demand for our services, we want to attract a handful of proven leaders who choose this career either through our award-winning college internship program, which draws the best and brightest graduates, or a career-changing professional. Our most successful Financial Advisors are proven leaders who have a passion to serve others and an interest in owning their own company – their own financial advisory practice.

HOW DO YOU DEFINE LIVING WELL?

Spending time doing what you love with the people you care most about.

HOW DO YOU DEFINE “LIVING WELL?”

For us, living well is living a life by design. Spending time doing what you love with the people you care most about. Our career – this profession – allows us the opportunity to do just this.

WHAT ARE YOU MOST EXCITED ABOUT RIGHT NOW IN OUR COMMUNITY?

We’re excited about the continued growth and development of the downtown area and generous investments being made by philanthropists, elected officials, and businesses. We look forward to participating in this body of work, which will have a lasting effect on health and affluence for generations and continue to shine a light on how special Macon and surrounding communities are.

YOU MIGHT BE SURPRISED TO KNOW:

“Our growing families combined include five children under the age of five ranging from 1 month to 5 years old.” Also, Cameron adds, “I’m a self-proclaimed pickle ball world champion” with Andy chiming in laughing, “Well, my gardening skills are amazing, and many refer to me as a master gardener.”

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