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Daniel S

Series 66

Kalamazoo, MI

Edward Jones

Daniel Stenger is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in roles at Radiant Church, Northpoint Bible College, Chick Fil A, and Corey's Bootery. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Equity Recipients (RS/RSU, SOP, ESPP) Startup equity planning Wealth management General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Religious/faith focused Values-based investing
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Brice B

Series 66

Kalamazoo, MI

Edward Jones

Brice Banfield is a financial advisor at Edward Jones in Kalamazoo, MI, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Farm Bureau Insurance and held various roles in healthcare and chiropractic services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner
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Michael M

CFP®, Series 63

Kalamazoo, MI

Edward Jones

Michael Matteson is a CFP® certified financial advisor with 40 years of industry experience. He has been with Edward Jones since 1993, serving clients from Kalamazoo, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a network of more than 23,700 financial advisors nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Lori W

Series 66

Kalamazoo, MI

Edward Jones

Lori Williams is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with two years of industry experience. She has a long history with Edward Jones, spanning from 2007 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Financial Professional Women Professionals Women's Finance Religious/faith focused
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