Proudly Serving Central and Southwest Michigan

We have experience and expertise in this industry to help guide you through every step of your financial journey. As financial professionals we can assist you with retirement savings, tax efficiency, Dedicated Planning Services and so much more. We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals. In addition to helping individuals and families be wise with money, our goal is to help inspire generosity in our local communities. Through programs like Thrivent Action teams, our members can work with us to give back to our community! Call our office in Kalamazoo to learn more about how we can help serve you.


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Kalamazoo Office

Phone:
269-655-1818

Hours

We see clients by appointment Monday through Friday. We are closed on Saturdays and Sundays.

A photo of our office

Lansing Office

Phone:
269-655-1818

Hours

By appointment
A photo of our office

Saint Joseph Office

Phone:
269-655-1818

Hours

By appointment