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David M

CFP®, Series 66

Saint Joseph, MI

Edward Jones

David Mc Nabb is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Tire Rack, TR Wholesale Solutions from 2009 to 2018. Outside of his advisory role, he assists with mechanical work, seasonal setup, and scheduling at a family-owned seasonal ice cream parlor in Bridgman, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Jeremy S

Series 66

Saint Joseph, MI

Edward Jones

Jeremy Schaeffer is a financial advisor with Edward Jones in Saint Joseph, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Liaison International for five years and was involved with Ryebelles Restaurant and Bar for fifteen years, as well as Lake Michigan College for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large national network of advisors and branch offices.

Wealth management Founder/Business Owner Professional Athlete Religious/faith focused
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