Financial Advisor
James was born and raised in Alsip, IL for the first 12 years of his life. Since then he has been a resident of the Grand Rapids area. He received his Bachelor’s Degree from Grand Valley State University and holds the Series 6, 63, 66 and 7 licenses…
Financial Advisor
Office Manager
Chele has lived in the Grand Rapids area for more than 20 years and has two children, Aiden and Molly. She has excelled in banking, sales, office administration and project management over the years, providing her with the experience she needed to join the Heritage Wealth Management Team. She is studying to…
This communication is strictly intended for individuals residing in the states of MI, CA, FL, IN, IA, MN, OH, SC, TX, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.