Born and raised in Cheboygan, MI, I learned how hard our families work to build wealth for their future. Knowing this, I am dedicated to working just as hard to assist families and businesses in organizing, planning, transferring and building wealth.
I am a retired detective/sergeant with nearly 20 years of law enforcement experience. During this time, I enjoyed working with the community. Whether it was conducting seminars or being part of a family during good times or bad, it meant a lot to play a significant role in someone's life.
After law enforcement, I helped my wife, Courtney, (an occupational therapist), build Northern Michigan Equine Therapy (NMET). NMET is a nonprofit therapeutic riding center using a horse for children and adults with physical, emotional and mental challenges.
As a financial advisor, I combine my lifelong passion for investing with my desire to help individuals and businesses secure their financial futures. I must first find out what is important to my clients and develop a strategy specific to their financial goals. I then get to partner with my clients for life to help them stay on track.
As a proud local Rotarian and current president-elect, I enjoy volunteering and giving back to my community. As a past Cheboygan Chief and Adrian College football player, I enjoy my role as an assistant varsity coach. Go Chiefs!
My branch office administrator, Penny Treadway, likes to work and partner with clients to help them stay on track to meet their goals. She was raised in northern Michigan and worked in the medical field for nine years before starting with Edward Jones. Penny and her husband, Tim, live in Cheboygan where they are close to family and friends.
When not working, I enjoy spending time with Courtney and my three children, Anna (University of Wisconsin), Luke (high school), and Remington (3-year-old). You can usually find me in the woods, on the water, or with my family on a campsite in beautiful northern Michigan.
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Retirement Savings Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Coaching Sports
- Personal Fitness
Office Address201 South Main Street
Cheboygan, MI 49721
Phone NumberJ L Sumpter at (231) 627-8607
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||07:30AM - 04:00PM|
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