I was a client of Edward Jones before becoming a financial advisor and saw firsthand the importance of having someone develop an individualized strategy to help reach my financial goals. Now that I am the financial advisor, I believe that my clients should have a financial strategy that they are excited about, engaged with and feel confident is taking them in the direction they want to go. I do this through understanding what is most important to you, using an established process to build personalized strategies to help you achieve your goals, and then partnering with you to help you stay on track.
Have your retirement plans changed lately? Do you know how much money you’ll have available to spend each month in retirement? Have you thought about your insurance needs? By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.
I started with Edward Jones in 2005 and spent time both working as a financial advisor and training other financial advisors until 2011. I then left to get a master's degree and work in college athletics. After eight seasons working for the University of Texas women's basketball team, I returned to Edward Jones and moved to Holland.
My wife, Liz, and I have two sons, Drew and Sam, and one daughter, Cece. When not in the office, you can find me spending time with my family and enjoying all of the outdoor activities that Holland has to offer.
My branch team is dedicated to providing you with the highest level of personal service. Senior branch office administrator Cheryl Elenbaas has 28 years of experience and senior branch office administrator Denise Boven has been on the team for nine years.
Contact us today for a review.
- Retirement Savings Strategies
- Portfolio Reviews
- Intergenerational Planning
- Insurance & Annuities
- College Savings
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberMark L Recoulley at (616) 392-8565
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