# Senglaub Financial Group > Our mission is to provide truly holistic life planning, tailored to the dynamic needs of ultra high net-worth individuals and business owners through our expertise and network of premiere partnerships. ## Pages - [Privacy](https://senglaubfinancialgroup.com/privacy/): Privacy Policy Current as of: July 2026 We don’t collect information about you simply because you visit this website. There’s... - [AI Policy](https://senglaubfinancialgroup.com/ai/): How We Think About AI Current as of: July 2026 AI, like any tool, must never serve as a replacement... - [Jim](https://senglaubfinancialgroup.com/jim/): James “Jim” Senglaub Jim first completed his original licenses while in high school, which now include a principal’s, investment advisory,... - [Michael](https://senglaubfinancialgroup.com/michael/): Michael Senglaub Michael dreamed of working at the family business since he was five. He triple-majored in Accounting, Finance, and... - [Contact](https://senglaubfinancialgroup.com/contact/) - [Services](https://senglaubfinancialgroup.com/services/) - [About](https://senglaubfinancialgroup.com/about/) - [Home](https://senglaubfinancialgroup.com/) # # Detailed Content ## Pages - Published: 2026-07-29 - Modified: 2026-07-29 - URL: https://senglaubfinancialgroup.com/privacy/ Privacy Policy Current as of: July 2026 We don't collect information about you simply because you visit this website. There's no form to fill out, and nothing here tracks you as you browse. If you reach out to us directly — by email, by phone, by any means — what you share is read by a person, handled with discretion, and used only to have the conversation you started. We don't sell it, profile it, or put it to any other use. If you're already a client, you receive a separate privacy notice from our broker-dealer, Independent Financial Group, LLC, describing how your account information is handled. This page is about the website, not your account. Links on this site may take you to other places, including a secure client portal, with their own privacy practices. Questions about any of this are welcome. Reach us at 262-646-4466. - Published: 2026-07-13 - Modified: 2026-07-20 - URL: https://senglaubfinancialgroup.com/ai/ How We Think About AI Current as of: July 2026 AI, like any tool, must never serve as a replacement for the human being whose task it is to properly steward all things, ensuring precision, excellence, and that intrapersonal care and consideration is taken every step along the way. Tools are supplemental, but ontologically detrimental when they sacrifice beauty or human dignity for industrious ends.   With this understanding, we utilize AI in data analytics, internal workflows, and other computational tasks, but not to advise, decide, or produce anything that hasn't been reviewed and evaluated by one of our team members. The final decision rests with us, and we are accountable for it.   We hold AI-assisted workflows to the same information security and confidentiality standards as everything else we do. Client information is handled with the same care regardless of what tools are involved. - Published: 2026-07-07 - Modified: 2026-09-09 - URL: https://senglaubfinancialgroup.com/jim/ James “Jim” Senglaub Jim first completed his original licenses while in high school, which now include a principal’s, investment advisory, registered representative licenses, and his life & health insurance licenses before joining his father and brother in the industry formally in 1982 while attending Marquette University where he earned his Bachelor’s of Science in Business in 1984. The trio founded Executive Pension Design, Inc. in 1986 which became the Senglaub Financial Group, Inc. in 2005. Beyond the family business, Jim is married to Peggy and together they share four sons, and a deep love for the faith and duck hunting. He’s an active volunteer at the Catholic Ecology Center, St. Gabriel’s Church, and their local Boy Scouts chapter, which his youngest is a member of. Every year he rallies friends and family to help plant thousands of trees (over one million trees now planted), one of which annually finds its way into his home as a 20′ tall Christmas tree, because the bigger the tree the more presents you can fit under it, and he loves seeing that Christmas mystery shine in his grandchildren’s eyes. - Published: 2026-07-07 - Modified: 2026-09-09 - URL: https://senglaubfinancialgroup.com/michael/ Michael Senglaub Michael dreamed of working at the family business since he was five. He triple-majored in Accounting, Finance, and Theology at Marquette before going on to Major Seminary at St. Francis de Sales to discern a call toward the priesthood where he completed studies for a Philosophy major. After discerning out he served the in the Chancery's Office of Finance under Bishop Morlino who instituted him as a Lector and Acolyte to continue assisting the Church at large. Morlino married Michael and his bride Elizabeth at the Basilica of Holy Hill in 2017 and they've been blessed with many children. Since joining the family business in 2018 Michael completed his Series 7, Series 66, CFP®, Life & Health license, has been invested in Legatus and the Knights of the Holy Sepulchre, founded a non-profit for the rebuilding of Christendom, and has forged new relationships with mission aligned, business leaders and ultra-high net worth clientele, leading Senglaub Financial Group into its next chapter.