

Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Wealth Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Golfing
- Hunting
- Gardening
- Traveling
Team Members
Katherine JonesSr. Branch Office Administrator
Sandra JeftsSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(616) 696-9370Fax
(866) 462-7432Office Address
4027 17 Mile RdCedar Springs, MI 49319opens in a new window
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