Kalamazoo, MI Office

Chad Visser is a financial advisor with Bankers Life Advisory Services, Inc. in Portage, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked at affiliated entities within the Bankers Life group since 2013. In addition to his advisory role, he serves as a unit field trainer, managing and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment and insurance offerings through its affiliated entities.

Justin Pruett is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and five years of industry experience. He has been with Bankers Life Advisory Services since 2020 and concurrently works with Bankers Life and Casualty as an insurance agent assisting clients with health and life insurance products. Prior to his current roles, he worked briefly at Hooters of Kalamazoo. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Christopher Barton is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life Advisory Services, Inc. since 2016 and also serves as a Unit Field Trainer and Insurance Agent for Bankers Life & Casualty, providing training and support to new insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management, with options for both wrap and non-wrap programs.

Richard Ingber is an investment advisor with Bankers Life Advisory Services, Inc. in Portage, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with several affiliated firms including Bankers Life Securities, Inc. and Ingber & Associates. Ingber also serves as president of Richard Ingber, LLC, through which he provides life, health, and annuity insurance sales alongside investment advisory services. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple asset classes.

Jessica Thom is a financial advisor at Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has been with Bankers Life since 2023, having also worked at Shipt and Amerifirst Home Mortgage prior to her current role. Her background includes experience outside of financial advising, including ten years at Branch Gymnastics. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations, managing investments across various securities and maintaining oversight through regular rebalancing and performance reviews.

Jennifer Immoos Hernandez is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with Bankers Life Securities since 2018 and with Bankers Life & Casualty since 2009, where she also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Nicholas Sellen is a financial advisor with Bankers Life Advisory Services, Inc. in Kalamazoo, MI, holding Series 63 and 65 licenses and having seven years of industry experience. He has worked with Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011, where he also serves as a Unit Field Trainer, recruiting and training insurance agents. Sellen is establishing Sellen Consulting LLC to operate alongside his current roles without affecting his duties. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.