I have worked in the financial services industry for 15 years and have a diverse retail, institutional and management background. Whether working with teams of licensed bankers, boards of trustees or individuals, I have found that most people desire the authentic relationship I strive to achieve. I build and maintain relationships with clients by helping them uncover their true goals and then delivering a customized strategy to reach those goals.
Prior to Edward Jones, I worked in institutional investments, facilitating retirement plans and asset management for large corporations, municipalities, hospitals and colleges throughout Michigan and Missouri. A chance meeting with an Edward Jones financial advisor on a flight home from Missouri led me to Edward Jones. I am grateful for the opportunity to now serve the serious individual investors in the community where I live and raise my family.
My branch office administrator, Shannon Gibson, and I have partnered together to serve clients since 2017. Many clients know they need to save but not all what they are saving for. We have built our practice around listening to what is important to our clients. I then build a personalized strategy to help them achieve their financial goals. Finally, I coach them through making prudent investment decisions to help keep on track over the long term.
Along with serving my clients, I have a passion for serving my community. I feel it is important to give back some of the blessings I have received, and I find that community service continues to bless me in return. I am an actively serving board member for the Greater Ottawa County United Way and committee member for the Holland/Zeeland Community Foundation.
I received a B.S. in organizational management from Spring Arbor University and earned my CFP® designation from the Certified Financial Planner Board of Standards.
I look forward to connecting with you to discuss ways we can partner together to achieve your financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
- LGBT Finances
My Personal Interests
- Spending Time with Family
Office Address1362 South Point Place
Holland, MI 49423
Phone NumberErin M Zylman at (616) 396-0359
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
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