Ted began his career in the financial services industry in 1982. During his 12 year tenure at Morgan Stanley, he earned the designation of Wealth Advisor, Senior Consultant, ICS and served as the Branch Manager for 11 years. He holds his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 24 (Registered Principal), Series 8 (General Supervisory) through LPL Financial, as well as Life Insurance and Annuities licenses. Ted has received numerous awards and honors, one of which was being named to the list of Outstanding Financial Advisors by Registered Rep Magazine.
A Grand Rapids native, Ted has nine children and enjoys spending time at his family cottage in Traverse City. He is also active with the Grand Rapids Economic Club, Michigan Colleges Foundation and various local charitable organizations.
Carol began her career in the financial services industry in 1986. While at Morgan Stanley for 12 years she served as Assistant Branch Manager and earned the designation of Associate Investment Consultant. She holds her Series 7 (General Securities Representative), Series 8 (General Supervisory), Series 31 (Managed Futures), Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Advisor) through LPL Financial as well as Life Insurance and Annuity licenses. She earned a bachelor’s degree in finance from Davenport University. Carol is also a member of the Grand Rapids Economic Club, the CFA Society of West Michigan and serves as Treasurer of the Grandville Education Foundation. A native of Grand Rapids, Carol and her husband Kyle have two children. They spend their leisure time together at their family cottage as well as golfing and traveling.
Janie has been with our team since 2000. Her many years of experience and broad knowledge of the industry combined with her attention to providing superior service make her an invaluable member of our team. Janie and her husband Chuck have two grown daughters and in their leisure time enjoy golf, diving and showing horses.