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Mark S

Series 66

Plainwell, MI

Raymond James Financial

Mark Sansom is a Series 66-licensed advisor with Raymond James Financial, based in Plainwell, MI, and has one year of industry experience. Prior to his advisory role, he spent 17 years with Discount Tire Company. He is also involved with Majestic Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory approaches and advanced analytical tools.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sean B

CFP®, Series 66

Plainwell, MI

Raymond James Financial

Sean Budlong is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is CEO of BW Majestic Financial LLC, operating under the Majestic Financial DBA, and is a partner in a real estate investment LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kendra O

Series 65, Series 63

Plainwell, MI

Raymond James Financial

Kendra Omans is a financial advisor at Raymond James Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Chemical Bank and Trust. Outside of advising, Kendra is involved with Majestic Financial, a support company, and owns a property listed on Airbnb. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Max M

Series 66

Plainwell, MI

Raymond James Financial

Max Mc Guire is a financial advisor with Raymond James Financial in Plainwell, MI. He holds a Series 66 license and has been with Raymond James Financial since 2024. Prior to his advisory role, he worked in various positions including roles at Western Michigan University and Kalamazoo Valley Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and technology, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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