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Kyle U

Series 66

Grand Rapids, MI

Edward Jones

Kyle Underwood is a financial advisor at Edward Jones in Grand Rapids, MI, with seven years of industry experience. He holds a Series 66 designation and previously worked for Wood TV for ten years. Outside of his advisory role, he serves as co-treasurer for the Thornapple Elementary Parent Teacher Organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of financial advisors.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Gregory F

Series 63, Series 66

Grand Rapids, MI

Edward Jones

Gregory Flick is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Terry R

Series 66

Grand Rapids, MI

Edward Jones

Terry Rostic Jr. is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Beacon INC, Crowe LLC, and Mary Free Bed Rehabilitation Hospital. Outside of his advisory role, he serves as CEO of Black Calder Brewing Company, a brewery based in Wyoming, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Real estate investing Founder/Business Owner
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