Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
As a Financial Advisor and Partner of Blueway Financial Partners of Raymond James I have two roles:
First, I work closely with clients to help them achieve their goals through our defined process. At the institutional level this includes services such as: committee formation and education, plan provider requests for proposals, fee benchmarking, investment analytics, monitoring outcomes, and
employee education plans and advice. For those select families whom we serve, I like to be thought of as their financial steward helping to manage many aspects of their financial life through our holistic financial...
Bradley Maclachlan (CRD# 5902736) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grand Rapids, MI and has over 5 years of experience in the finance industry. Brad is a CERTIFIED FINANCIAL PLANNER professional, and a CERTIFIED INVESTMENT MANAGEMENT ANALYST professional.
Jana Plaisier (CRD# 1590785) is an Investment Advisor Representative working at Plaisier Financial Group LLC in Byron Center, MI and has over 31 years of experience in the finance industry. Jana Plaisier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin VerWys (CRD# 4700034) is the Co-Founder and Senior Financial Advisor at Action Point Financial Planning, LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.