CWS Financial Advisors LLC

Cory Wietfeldt is a CFP® with 31 years of industry experience and is currently a financial advisor at CWS Financial Advisors LLC in Kalamazoo, MI. He has worked at CWS Financial Advisors since 2014 and previously spent four years at Wells Fargo Advisors Financial Network, LLC. CWS Financial Advisors LLC provides investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based investment approach, utilizing low-turnover portfolios composed mainly of mutual funds, ETFs, and individual securities, while also incorporating third-party sub-advisers when appropriate.

Christine Batts is a financial advisor with CWS Financial Advisors LLC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at CWS Financial Advisors since 2019 and previously at M Holdings Securities, Inc. and ROST St. Advisors. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm follows a strategic, long-term, objective-based approach, constructing low-turnover portfolios primarily from mutual funds, ETFs, and individual securities, with ongoing monitoring and selective use of third-party sub-advisers.

William Roberts is a CFP® professional with four years of industry experience. He has worked at CWS Financial Advisors LLC since 2021 and previously held roles at PNC Wealth Management from 2016 to 2021. Before entering the financial industry, he spent four years at Kalamazoo College. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based approach, focusing on low-turnover portfolios and qualitative manager selection, and manages approximately $1.19 billion in discretionary assets with a five-advisor team.

Lindsey Splendorio is a CFP® professional with 22 years of experience in the financial services industry. She has been with CWS Financial Advisors LLC since 2014, including a prior tenure at Wells Fargo Advisors Financial Network from 2014 to 2018. Lindsey holds the Series 66 designation and works from Kalamazoo, MI. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based investment approach, emphasizing qualitative manager selection, cost considerations, and tax implications, with ongoing portfolio monitoring and review.

Regina Spence is a financial advisor at CWS Financial Advisors LLC with seven years of industry experience. She holds a Series 66 designation and has worked at CWS Financial Advisors since 2021, following roles at LPL Financial, Edward Jones, and Flagstar Bank. CWS Financial Advisors LLC provides discretionary and non-discretionary investment management and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a strategic, long-term, objective-based approach, focusing on low-turnover portfolios primarily composed of mutual funds, ETFs, and individual securities, and incorporates third-party sub-advisers when appropriate.