I started my career with Edward Jones in 2011 and am honored to serve the Livingston County community. Together with my senior branch office administrator, David Fitnich, we are dedicated to providing you with the highest level of service possible. We enjoy helping individuals, families and business owners.
As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help you create a personalized financial strategy for you and your family. We will then partner together with you proactively throughout your life to help keep you on track to achieve your goals.
In 2004, I earned a bachelor's degree from Central Michigan University. I then completed a master's degree at Grand Valley State University in 2006.
As my practice has grown, I have partnered with other financial advisors to assist me in providing the families we serve with an exceptional client experience. I have been a limited partner with the firm since 2019 and am currently the field training leader for our region. During my Edward Jones career, I have also served as a level coach, client solutions coach and hiring team member.
My wife, Sarah, and I were married in 2006 and live in Fowlerville, MI. We have been blessed with four children: Tessa, Lola, Tommy and Bo. We both believe in giving back to our community. Currently, I am a football coach for Tommy's youth football team and Sarah coaches Tessa's travel softball team. We also actively contribute to the ARC of Livingston County and are a part of the 242 Community Church family in Brighton. In our spare time, we enjoy traveling, spending time playing with the kids outdoors and visiting family.
Give us a call so we can learn more about you, your family, your goals and your dreams so we can help you take care of what's most important to you.
My Personal Interests
- Spending Time with Family
- Traveling
- Coaching Sports
- Personal Fitness
- Sports Enthusiast
Office Information
Office Address
4207 East Grand RiverHowell, MI 48843 opens in a new window
Phone Number
Richard L Smith at (517) 546-0513- David Fitnich
- Sr. Branch Office Administrator
- Tiffany Altenburg
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Connect on Social
- David Fitnich
- Sr. Branch Office Administrator
- Tiffany Altenburg
- Branch Office Administrator
Branch Team
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