We are WMA.
At West Michigan Advisors, we're a team of experienced professionals who believe financial planning should be personal.
We know it's not all about dollars and cents. It's about enjoying your retirement and being there for your spouse, kids, and grandkids. Money is a tool to care for people (yourself included!).
That's why we keep things human.
Speaking of humans, we believe we have some of the best around. Check out our team below. If you're curious about inviting us into your story, schedule a call.
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Aaron Clark, AIF®
Financial Advisor, CEO & Partner
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Caleb Schoon
Associate Financial Advisor
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Heather Mosher, AAMS®
Financial Advisor
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Jeff Perkins, AAMS, AWMA
Vice President, Wealth Management
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Juliette Bailey
Client Services Associate
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Ken Bauman
Financial Advisor
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Kevin Clark, WMS, RCC
Managing Partner
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Kyle Bross, AAMS®
Financial Advisor
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Lauren Julian
Client Services Associate, Marketing Coordinator
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Lonny Elfenbein, CRCP®, ChFC™®
Chief Compliance Officer
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Matthew Hogg, AAMS®
Financial Advisor
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Rachel DeKraker
Client Services Associate
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Ryan Gorman, CFA, CMT, BFA
Chief Investment Officer, Financial Advisor
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Sam Sikkel
Client Services Associate
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Shane Ailes, AIF, RICP
Financial Advisor
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Sheila Gargala
Client Services Associate
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Stephanie Smith
COO, Client Operations Specialist
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Tom Bosch
Partner, Financial Advisor