Born and raised in West Michigan. I cherish being surrounded by family, friends, and this amazing community. I now reside in Rockford and am blessed to raise two very energetic children.
I am very fortunate in that my work is my passion, however, I also realize the importance of experiencing life outside of work. Outside of work I enjoy running, attempting to golf, and traveling with friends and family.
I was raised with them, I love them, and I can't imagine my life without them. Yes, I am a sucker when it comes to these four legged creatures that capture a piece of your heart.
Started in the financical industry
Began working with Jeff Vander Weele
BBA from Grand Valley State University
Double Major: Business Management and Finance
Became an Accredited Investment Fiduciary, AIF®
Vander Weele I Stewart Group of Raymond James was formed
Earned CERTIFIED FINANCIAL PLANNER™ Certification
Earned Investment Management Consultant
Raymond James certification
1 National Association of Plan Advisors - Top 50 Plan Advisors Under 40
2 PlanAdviser 2015 Top 100 Retirement Plan Advisor Teams
Blueway Financial Partners of Raymond James was launched. Same team, better name.
Blueway Financial Partners named NAPA Top DC Advisor Firm.3
1 The selection process for the National Association of Plan Advisors (NAPA) is based on a three-part process: NAPA's Broker Dealer and RIA Firm Partners submit nominations for the top advisor under 40. NAPA members and NAPA Net Daily subscribers then vote for their favorite candidates. Nominated advisors are not permitted to vote for themselves, and members of their firm are not allowed to vote for them either. Final selections are then reviewed by a NAPA blue ribbon committee who will select the top advisors.
2 The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals, teams and multioffice teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement. The list also includes advisers who have more than 30% of their practice focused on 403(b), defined benefit (DB) or nonqualified deferred compensation (NQDC) plans. Individuals had to either have at least $750 million in AUA or serve 105 or more plans; teams needed to advise at least $2.25 billion in assets or a minimum of 145 plans; and multioffice teams were required to oversee $10 billion in plan assets or 400 or more plans.
To be considered for the annual PLANADVISER list, advisers had to either submit information and references or be nominated to enter the award process for the 2015 PLANSPONSOR Retirement Plan Adviser of the Year–individual, team or multioffice team. Applicants were then asked to complete a form, providing various details about their practice; advisers could also submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is based solely upon a set of quantitative factors and information supplied by the advisers themselves.
3 The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. The list focuses on firms' defined contribution (DC) practice specifically. Advisor Firms on the list are ranked exclusively by total assets under advisement. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the firms' or the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. NAPA is not affiliated with Raymond James.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with the flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability.