We are at the Almont office each business day to help answer your financial questions via phone or WebEx.
I have been helping clients' with their financial affairs for 20-plus years through various professional roles, including being a finance manager at an automotive dealership, a branch manager-VP at Comerica Bank, a licensed financial bank representative through Comerica Securities and now as a full-service financial advisor with Edward Jones. Relying on personal and professional past experiences lets me work well with my clients and provide a holistic approach to our discussions.
Over my years, I have seen that developing strategies for estate considerations and other common goals, such as retirement, is key to feeling in control of your individual financial situation. I too have weathered the many financial challenges my clients have faced, such as being directly affected by a workforce restructuring or having family members lives drastically change by lifelong/life ending illness, all the while trying to make appropriate financial decisions for myself, my family, and the families I partner with. Life situations can be a setback or a catalyst for someone's financial future.
Recently, my wife, Tammy, our two children, Shelby and Shane, and I moved to Almont, MI – a move we wished we would have made many years ago. As a family, we are active in 4H; my kids are raising chickens, along with other various activities they participate in such as soccer, golf and gymnastics. Other than being an awesome mom, Tammy is a special needs teacher at a local high school. When possible, we try to escape the craziness of life by going up north to our very rustic cabin.
Having my practice and my home in a small community, my goal is to give back and help add positivity to the area I serve. Currently, I am a board member for the Almont Downtown Development Authority (DDA), vice-chairperson for the Almont Parks and Rec., and member of the Armada Fair - Livestock Committee.
My Personal Interests
- Spending Time with Family
Office Address780 N Van Dyke Rd Suite 1
Almont, MI 48003
Phone NumberAndy Roosa at (810) 673-7883
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More