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Staci G

Series 66

Muskegon, MI

Raymond James & Associates

Staci Geiger is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Raymond James & Associates since 2010 and previously spent a year at Sparrow Boutique. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary strategies supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Blaire H

Series 66

Muskegon, MI

Raymond James & Associates

Blaire Hilt is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 credential and has been with Raymond James since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mason N

Series 66

Muskegon, MI

Raymond James & Associates

Mason Norden is a Series 66-licensed financial advisor with Raymond James & Associates in Muskegon, MI, where he has worked since 2019. He has six years of industry experience and previously held positions at Northern Michigan University, Jimmy John's, and Muskegon Community College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael B

Series 66

Muskegon, MI

Raymond James & Associates

Michael Brzozowski is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience with JP Morgan Chase and service in the Army National Guard. He also has a long-term involvement with American Tree Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Austin W

Series 66

Muskegon, MI

Raymond James & Associates

Austin Wingett is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at Grand Valley State University and Bausch Best Bushes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a nationwide network of advisors.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark R

Series 63, Series 66

Muskegon, MI

Raymond James & Associates

Mark Roller is a financial advisor with Raymond James & Associates in Muskegon, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Raymond James & Associates since 2019 and is also the owner and licensed real estate broker of Mojo Group, LLC, a business involved in real estate brokerage and investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, relying on risk profiling and software-driven analyses, and provides municipal advisory services alongside a broad range of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lori V

Series 66

Muskegon, MI

Raymond James & Associates

Lori Vieau is a Series 66-licensed financial advisor with Raymond James & Associates, based in Muskegon, MI. She has 16 years of industry experience and has been with Raymond James & Associates since 2009. Outside of her advisory role, she has experience managing rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Caterina H

Series 66

Muskegon, MI

Raymond James & Associates

Caterina Holt is a financial advisor with Raymond James & Associates in Muskegon, MI, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, she is involved in small business ownership, including a functional fitness gym and its holding company. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by firm research, and provides specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael L

Series 66

Muskegon, MI

Raymond James & Associates

Michael Ladd is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James & Associates since 2009 and holds a Series 66 designation. Outside of advisory work, he serves as treasurer for the West Willow Home Owner's Association in Spring Lake, MI, and is a passive investor in BCKSTGR, a mobile-led loyalty program. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and firm-supported research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kyle F

Series 63, Series 66

Muskegon, MI

Raymond James & Associates

Kyle French is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill Lynch, and JP Morgan Chase Bank. Based in Muskegon, MI, he joined Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Martin M

Series 63, Series 66

Muskegon, MI

Raymond James & Associates

Martin Majchrzak is a financial advisor with Raymond James & Associates in Muskegon, MI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael V

Series 66

Muskegon, MI

Raymond James & Associates

Michael Valachovics is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. He has served on the finance and investment committees for Muskegon Catholic Central since 2023. His prior experience includes roles at Grand Valley State University and Community Shores Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jessica B

Series 66

Muskegon, MI

Raymond James & Associates

Jessica Byard is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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