As a financial advisor with Edward Jones, I help individuals and families achieve their financial goals through personalized investment strategies that are grounded in long-term fundamentals and adjusted for today's market.
I began my career with Edward Jones in 2016 and serve clients in my hometown of Sparta, Michigan as well as the neighboring communities. Prior to Edward Jones, I worked in the financial industry for over 14 years.
I attended the Seidman College of Business at Grand Valley State University and graduated in 2011 with a master's degree in business administration (MBA). Prior to earning my MBA, I graduated with degrees in accounting and management, also at Grand Valley State University.
I enjoy volunteering at community enrichment events in Sparta and I have taken on the role of president for the Sparta & Kent City Rotary. I also treasure spending time together with my husband and our two children.
I strive to make investing approachable and partner with my clients throughout their lifetimes to help them make informed, financially sound decisions. I pledge to provide my clients exceptional service with regular communication and reviews. My goal is to truly understand what is most important to my clients, so that together, we can build a foundation for their success.
Focus areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Volunteering
- Spending Time with Family
- Golfing
Office Information
Phone Number
Kim Hensley at (616) 383-2212- Denise Shafer
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Denise Shafer
- Branch Office Administrator
Branch Team
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