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Who We Are

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Finding the right financial advisor is crucial when planning for your future. Take a minute to get to know our team of experienced advisors, and learn how they can help you pursue your financial goals.

What We Do

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Are you planning for retirement? Evaluating life insurance needs? Funding a child’s education? Let our team of licensed and experienced financial advisors develop and implement a plan customized for your needs.

The Keeping Your Money Show

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Helping You Keep What You've Earned also means keeping you informed. Jaime and Bart, along with our other financial advisors and colleagues, host The Keeping Your Money Show , a weekly radio show to help cut through all the booyahs, bells, whistles honks and horns to get you to the information that actually helps you retire. Find us on your local station, or listen to previous segments to stay up to date.

Fox 17 Financial Fix


Staying on top of current topics is important for your financial future. As a professional in the industry, and a resident of West Michigan, Jaime Westenbarger knows what is important to his community. By delivering the Fox 17 Financial Fix every week, he helps residents of West Michigan stay informed and up-to-date with information that is actually beneficial to them and their financial goals. 



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Request a free copy of Jaime's chapter in Successonomics. In his chapter of the best selling book, co-authored by Steve Forbes, Jaime discusses his strategies for success and asks the question, 'Would You be a Client of Your Business?