Kalamazoo, MI E. Michigan Avenue Office

Victoria Brown is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation and beginning her advisory role in 2026. Her background includes experience in political service with the Michigan House of Representatives and work in education and retail. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models and managers.

David Ackley is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has worked at Equitable Advisors since 2024. Prior to his current role, he has held positions in education and the beverage distribution industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of investment approaches, including third-party advisory models and proprietary programs, to tailor solutions to client needs.

Mark Hiegel is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing clients' risk tolerance and matching them to various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Carter Assink is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at J.Allen & Company and Spring Arbor University. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Jacqueline Vermette is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Securian Financial Advisors of Great Lakes, Minnesota Life Insurance Company, Oppenheimer & Co., Inc., and the Veteran Affairs Medical Center. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party programs to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cal Stearns is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation and beginning his industry career in 2026. His background includes roles in sports information and mentorship at Albion College, as well as involvement with a minor league baseball team and local business ventures. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a wide network of advisers. The firm utilizes both proprietary and third-party investment programs, with a focus on matching clients to model portfolios and offering ERISA fiduciary services for qualified plans.