My journey serving clients with Edward Jones began in 1994. Upon graduation from Central Michigan with a bachelor's degree in finance, we moved to a new city where we had a vision of a community that I could grow my practice and raise our family. Flushing was very welcoming to Tami and myself. We were married in 1993 and raised our three children Nick, Zach and Kira, in the Flushing schools and community.
Flushing has provided me the opportunity to build strong relationships with our clients for over 25 years. I have enjoyed many years of giving back through volunteerism. I was honored to serve 15 years on the board of the Flushing Chamber of Commerce. I've had the pleasure of chairing many of the local events. One of my proudest roles was coaching our children over the years in T-ball, basketball and soccer. Currently my service to the community is with the Flushing Restoration Foundation, Flushing Historical Society Endowment and Flushing Lions Club. In addition to my civic leadership, I've been active for two decades in leadership with Edward Jones in the state of Michigan.
My service to my clients has driven my passion for making an impact in others lives. My advice is diverse with a focus on retirement preparation and retirement income. We partner with your local tax and estate professionals to offer complete financial strategies. My first objective in a client relationship is to understand what is most important to them. We use an established process to build personalized strategies to help them achieve their goals, and we're committed to partnering with our clients throughout their lives to help keep them on track toward their goals.
My partners in our Downtown Flushing practice are branch office administrators Sharon Furness (2003) and Karen Matheson (2011). They are responsible for the ideal client service experience. Our focus is to help you achieve your vision. Please call us to explore if we are compatible for your financial future.
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- History and Museums
- Community Outreach
Office Address121 E Main Street
Flushing, MI 48433 opens in a new window
Phone NumberJim Wood at (810) 659-0494
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