What We Do:
We get to partner with our clients and their team of professionals to create custom strategies to help ensure future success. Our goal is to thoroughly understand every aspect of a client's life to, in turn, develop personalized goals that will ultimately be the north star for our ongoing conversations and planning. We have a plethora of advanced tools, tactics and approaches that allow us to be efficient and confident in our process.
Who We Are:
Our team is made up my Branch Office Administrator, Lindsay Alsante, and myself. Before joining Edward Jones in 2016 as a financial advisor, I spent time with Steelcase and Herman Miller and as a consultant for Disney. Recently, I received my MBA from Grand Valley State University, which is also where I completed my undergraduate degrees in finance and economics. On a personal note, I have a wonderful wife and two amazing young children that certainly keep us busy outside of work!
Lindsay Alsante has been with Edward Jones since 2018 and also graduated from Grand Valley State University with degrees in advertising and public relations.
Who We Work With:
We take pride in getting to know our clients so that we can truly help them grow and achieve success.
Specifically, our team focuses on:
- Preparing For and Living in Retirement
- Multigenerational Wealth Planning
- Family Owned and Small Business Strategies
- Estate Planning and Protection
As our business continues to evolve, we look forward to helping more people grow and achieve success, so please feel free to reach us at (616) 868-2181 or [email protected] to set up a meeting.
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
Phone NumberAlex George at (616) 868-2181
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