Over seventeen years ago I joined Edward Jones as a financial advisor with a vision to better the lives of our clients and community through sound and proven financial advice. Today, our world is changing at a faster pace than ever before. Together with my branch team of Renee Odette and Samantha Ringler, we utilize our combined 32 years of experience and established processes to help serve our clients. I create tailored strategies for individuals, businesses and families to help them achieve their financial goals.
My formative years were spent in a small rural community on the shores of Lake Huron where long hours at my family-run commercial fishing business instilled a strong work ethic and integrity. This work ethic guided me through the years while earning my degree from MSU and later while obtaining my AAMS® professional designation.
Terri, my wife of 32 years, and both my daughters also hold degrees from MSU. When I'm not watching the markets or volunteering in Ionia on the DDA Board and Rotary, my love of the water continues with my hobby of restoring Chris Craft boats.
Whether you're ready for retirement or preparing to fund college education, or a business owner, we can help you reach your goals.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
Office Information
Office Address
Ionia, MI 48846 opens in a new window
Phone Number
Paul R Lentz at (616) 527-9441Branch Team
- Renee Odette
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Renee Odette
- Sr. Branch Office Administrator
Branch Team
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