Finance and investing became a major part of my life when I got married and started my own family. I recall one night spending several hours researching retirement distribution strategies, and it occurred to me then that pursuing a career in financial advising would be a good fit for me.
I am originally from Zeeland, Michigan, but spent several years exploring other parts of the United States. I pursued my passion for music in Nashville, TN, before moving to Colorado Springs, CO, where I met my wonderful wife and developed a love for fly fishing. My family and I are now settled in Holland, Michigan. We love spending time together outdoors, especially during the beautiful Holland summers.
I enjoy working with clients to help them achieve their goals by reviewing their full financial picture, partnering with their legal and tax professionals upon request. I find it very rewarding to show someone a social security strategy that can shave years off of their working career or help them feel confident spending the extra money on a dream vacation.
Our clients can expect honest advice with a personalized touch. I create tailored solutions to benefit our clients, which include:
- Individual investors who are serious about developing a workable financial strategy, whether they are just beginning their retirement journey, nearing their retirement date or recently retired.
- High Net Worth clients who are looking for tax-sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
- Individuals looking to establish or revisit their financial legacy.
If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Cooking
- Music
- Canoeing
- Fishing
Personal Interests
- Spending Time with Family
- Cooking
- Music
- Canoeing
- Fishing
Office Information
Phone Number
Jeffrey Bodkins at (616) 377-5984Branch Team
- Sandi Trembley
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Sandi Trembley
- Branch Office Administrator
Branch Team
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