Grand Rapids, MI 3 Mile Rd NW Office

Mark Sitzema is a financial advisor with Primerica Advisors in Gowen, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating on a tiered wrap-fee structure.

Jonna Mccaman is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Primerica since 2011. Outside of her advisory role, she is involved in direct sales as a home consultant for The Longaberger Company. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery strategies created by third-party asset managers. The firm operates on a large scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

Kenneth Baker is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His career includes roles at Primerica Financial Services and Autocam Medical, among others. He is involved in sales of investment-related products and also receives compensation for the sale of loan products and home security referrals through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 4,000 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Brock Hoffman is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and five years of industry experience. He has been associated with PFS Investments Inc. since 2018 and Primerica Financial Services since 2018. Outside of advisory work, he drives for Uber on a part-time basis. Primerica Advisors sponsors and manages a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and offers advisory services through a large network of financial advisors.

Karen Streitel is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services via a large network of advisors.

Lorie Smith is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 65 and Series 63 licenses and possessing six years of industry experience. Her prior work history includes roles at Primerica Financial Services since 2019, as well as long tenures at Wayand Area EMS and SpartanNash. Outside of her advisory work, she serves as a CPR instructor at Kalamazoo Valley Community College. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Stacy Sitzema is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment services.

Christina Devries is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with two years of industry experience. Her prior work includes roles at Primerica Financial Services, EDUStaff, and Shipt. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options, operating primarily on a wrap-fee basis.

Dinorah Livingston is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products through Primerica Mortgage, LLC and refers home security and automation services for a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Anita Deboer is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nathan Sitzema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is the founder and host of Grand Rapids Business Engagement. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Ellen Vipond is a financial advisor at Primerica Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked for Walters Dimmick Petroleum for 30 years. Outside of her advisory role, she is a joint owner of Two Legs, LLC, a business focused on creating and selling craft items. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.