West Michigan Advisors

Heather Mosher is a financial advisor with West Michigan Advisors, holding a Series 66 designation and 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years before joining West Michigan Advisors in 2022. Outside of her advisory role, she manages a YouTube channel where she creates and edits videos. West Michigan Advisors serves individuals, families, trusts, retirement plans, and other advisers, offering discretionary investment management and financial planning. The firm constructs customized portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, employing both fundamental and technical analysis within a primarily long-term investment approach.

Kirsen Doolittle is a financial advisor with West Michigan Advisors holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Macatawa Bank and its related brokerage services, infinex Investments, and West Michigan Financial Services. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, and businesses, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm constructs customized, primarily long-term portfolios using a mix of ETFs, mutual funds, equities, bonds, and alternative investments, and maintains ongoing client contact with periodic reviews.

Caleb Schoon is a financial advisor at West Michigan Advisors with a Series 65 credential and three years of industry experience. His previous roles include positions at Gasaway Investment Advisors, Inc. and Northwestern Mutual, as well as teaching experience at Hope College. West Michigan Advisors serves individuals, families, trusts, estates, charitable organizations, and businesses by providing discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a variety of investment vehicles and applies both fundamental and technical analysis in its approach.

Kevin Clark is a financial advisor with West Michigan Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Cantella & Co., Inc., Raymond James & Associates, Inc., and West Michigan Community Bank. Clark is also the author of a book titled *The Great Economic Train Wreck*. West Michigan Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and family office services. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, applying fundamental and technical analysis combined with an internal due-diligence process.

Shane Ailes is a financial advisor at West Michigan Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Lakeshore Financial Group, and Commonwealth Financial Network. He is the founder and vice president of the Rolling Oaks Condominium Association, a nonprofit organization in Holland, MI. West Michigan Advisors is a team of 17 professionals serving individuals, families, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and family office services. The firm builds customized, primarily long-term portfolios and applies fundamental and technical analysis, managing accounts on a discretionary basis with ongoing client contact and periodic reviews.

Brent Rhoads is a financial advisor at West Michigan Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Regulus, LLC and Regal Investment Advisors. In addition to his advisory role, Brent works as a risk management specialist and sells insurance products tailored to client financial plans. West Michigan Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and family office services. The firm constructs customized long-term portfolios using a range of investment vehicles and generally manages accounts on a discretionary basis with ongoing client contact.

Samuel Sikkel is a financial advisor at West Michigan Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Specialty Concrete Construction. West Michigan Advisors serves a range of clients including individuals, high-net-worth families, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by both fundamental and technical analysis.

Jeffrey Perkins is a financial advisor with West Michigan Advisors and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Raymond James & Associates and current roles at West Michigan Advisors and Level Four Financial, LLC. Outside of his advisory work, he is involved in a non-investment related family business, Rebecca Perkins Homes, where he oversees taxes, purchasing, and marketing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm offers discretionary investment management and comprehensive financial planning, building customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that balances long-term strategy and tactical adjustments.

Matthew Hogg is a financial advisor at West Michigan Advisors with six years of industry experience. He previously worked at Raymond James & Associates from 2019 to 2022. Outside of his advisory role, he serves on multiple community boards, including the City of Cedar Springs Planning Commission, the Comstock Park Education Foundation, the Grand Rapids Chamber of Commerce Ambassador Council, and the Rotary Club of Grand Rapids. West Michigan Advisors serves individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory services, and family office support. The firm employs a customized portfolio approach using ETFs, mutual funds, equities, bonds, and alternative investments, combining fundamental and technical analysis with regular account reviews.

Aaron Clark is a financial advisor at West Michigan Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates and West Michigan Advisors prior to his current role at Tamarisk Financial, LLC. Clark serves as President of the Holland Free Health Clinic, a nonprofit organization. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers with discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized portfolios using a range of investment vehicles and combines fundamental and technical analysis in its long-term investment approach.

Ryan Gorman is a CFA® charterholder with 14 years of industry experience. He is currently with West Michigan Advisors, a team of 17 advisors based in Holland, MI, and has previously worked at IFP Securities, Independent Financial Partners, and LPL Financial. He serves on the investment committee of Resthaven, a nonprofit organization. West Michigan Advisors provides discretionary investment management, financial planning, and family office services to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, bonds, and alternative investments, applying fundamental and technical analysis alongside internal due diligence.

Kurt Jolly is an Investment Advisor Representative at West Michigan Advisors with a Series 66 license and three years of industry experience. He previously worked at Raymond James Financial Services Advisors and Northwestern Mutual. Outside of his advisory role, Mr. Jolly is involved in swim coaching and officiating, serves as a junior varsity golf coach for West Ottawa School District, and holds board and community service positions with the Holland Education Foundation and Kiwanis Club. West Michigan Advisors serves individuals, high-net-worth families, trusts, and charitable organizations with discretionary investment management and financial planning. The firm constructs customized, primarily long-term portfolios using ETFs, mutual funds, equities, and bonds, and provides ongoing client contact and periodic reviews.

Stephanie Smith is a Series 66 registered advisor with West Michigan Advisors, LLC, bringing 14 years of industry experience. She has previously worked at Raymond James & Associates and Cantella & Co., Inc. In addition to her advisory role, she serves as a Client Operations Specialist at West Michigan Advisors. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, using customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that combines fundamental and technical analysis.

Jacqueline Antone is a financial advisor at West Michigan Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized, primarily long-term portfolios and applies fundamental and technical analysis alongside an internal due-diligence process.

Kenneth Bauman is a financial advisor at West Michigan Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Level Four Financial, Cantella & Co., Inc., and Wells Fargo Clearing. Outside of his advisory work, Bauman is involved in community and nonprofit activities, including serving on investment committees for Holland Home, Camp Geneva, and Western Seminary, and co-owning a hunting camp. West Michigan Advisors serves individuals, families, trusts, charitable organizations, and businesses by providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm constructs customized, primarily long-term portfolios using a range of investment products and maintains ongoing client contact and periodic reviews.