Growing up, I was one of those odd kids who never wanted to be a firefighter or race car driver. I always wanted to be a financial advisor so that I could help people organize and manage their finances and make their dreams come true. To that end, I earned a bachelor’s degree in business administration from Central Michigan University with an emphasis on personal finance. I have been a financial advisor with Edward Jones since 2006, and I have never regretted my decision.
I work closely with individuals, families and small businesses to help them identify, save for and achieve their goals. Our office uses a proactive planning process throughout the lives of our clients to identify and address issues before they arise. We coordinate with our clients’ CPAs, attorneys and other trusted professionals to ensure that strategies are cohesive and meet our clients’ short term needs and longer-term goals for asset accumulation and protection, tax reduction and wealth transfer. I find the long-term relationships I have with multi-generation families particularly gratifying as we work together to improve their financial standing and manage their complex and diverse financial needs over time.
Working for Edward Jones has allowed me to have a rewarding life outside of the office, too. My wife, Sarah, and I are the proud parents of two young children, Haley and Ryan. As a family, we enjoy traveling and gardening. When I have free time, I also enjoy playing golf and hunting. I give back to my community as a member of the Cedar Springs Lions Club and with the food drive and Toys for Tots campaigns that our office organizes each year.
My branch partner, Dina Jachens, has been with Edward Jones since 2011. She is assisted by Kim Lemke, and together, they provide professional, personalized client service. Our branch team is committed to partnering with you so that you can achieve your goals, live the life you want to lead and leave behind the legacy you desire.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Phone NumberSeth Donnan at (616) 696-9370
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