Jim Manion, RICP®
Financial Planner / Partner
For over two decades, I have had the opportunity to assist individuals and families with their unique financial goals and dreams. I consider it a responsibility and a privilege to be my clients’ advocate, looking out for their best interests. A personalized plan addresses the specific issues and concerns critical to making wise financial decisions. It is my commitment to provide those I serve with the education, advice, and service they need to build a comprehensive, effective plan.
I've been married to my soulmate, Lisa, for over 25 years and we are the proud parents of two adult sons. Our youngest is now in college and our oldest is a licensed assistant here at Lakeshore Financial Group. Now that Lisa and I are members of the "empty nest" club, we are finding ourselves amid a different kind of busy. We enjoy traveling, time at the lake, stargazing, hiking, discussing the latest book and spending time with our family. We profoundly enjoy this new phase of our marriage: pursuing an intentional life and freeing ourselves from the endless distractions and seductions of this digital age.
I am an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 6 (Investment Company Products/Variable Contracts), Series 7 (General Securities Representative), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law). I am also licensed for life and health insurance.
I am a past president of the Grand Rapids Association of Insurance and Financial Advisors. I earned my BA in business communications from Calvin University and I hold the Retirement Income Certified Professional (RICP®) designation.
A few of the organizations that we actively support: Cure International, International Justice Mission, Alpha Grand Rapids, Ada Bible Church and the Other Way Ministries
Andrew Brown, LUTCF®
Financial Planner / Partner
After graduating from Central Michigan University in 2008 with a degree in financial planning, I began working as a financial advisor. In 2014, I transitioned my practice to Lakeshore Financial Group to be part of an independent firm. I believe it is of great value to be part of a firm whose focus is on the success of our clients rather than the profitability of the employing broker/dealer.
Over the past decade, I have enjoyed the opportunity to connect with those in the community and gain insight on how to better help people meet their financial goals. The most enjoyable aspect of being an advisor is the opportunity to build long lasting client/advisor friendships, there is nothing more exciting than to see the growth of friends.
Along with a Bachelor’s Degree in financial planning, I hold the Life Underwriter Training Counsel Fellow (LUTCF®) designation.
I am an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Combined State Law). I am also licensed for life and health insurance.
My wife, Ashley, and I live in Cascade with our two children. We enjoy spending time boating, outdoors, and serving with our church community.
Over the past two years, I have had the incredible opportunity to intern for my dad and learn the financial planning business from the ground up. I’ve always enjoyed learning new things and applying them to the real world. The best part of all, is getting to know and work with great people each day! Now, I look forward to continuing my role as a full-time registered assistant and supporting the team at Lakeshore Financial Group, as they serve and guide clients.
I graduated from Grand Valley State University in December of 2022 with a Bachelor of Business Administration degree with a major in finance. My registrations include FINRA Series 7 (General Securities Representative) and FINRA Series 66 (Uniform Combined State Law). I am also licensed for life and health insurance.
Client Relations / Events Coordinator
As the client support and events coordinator, I am excited to apply my knowledge and experience in helping to provide a welcoming environment to our clients. It is our priority that clients receive the best service, and I am thankful for the role that I get to play in making this a reality. I have the best job—interacting with people and planning fun events! I also assist with the day-to-day operations.
I’ve been married to my husband, Jim (my greatest blessing), for over 25 years. We are the proud parents of two boys who bring so much joy and laughter to our family. Our youngest is currently in college studying psychology and business, while our oldest is a licensed assistant here at Lakeshore Financial Group. Jim and I are thoroughly enjoying this stage of life and marriage. We absolutely love spending time together traveling, hiking, stargazing, discussing the latest book, and of course, time at the lake with our boys. With God’s guidance and grace, we are pursuing an intentional life - freeing ourselves from the endless distractions and seductions of this digital world.
One way that we feel led to help transform our world, is through giving. A few of the organizations that we actively support are Cure International, International Justice Mission, Alpha Grand Rapids, The Other Way Ministries and Ada Bible Church.
Along with experience in retail management, I hold a BA in business psychology from Calvin University.
Client Support / Receptionist
As a receptionist and client support assistant, I’m often the first person you see upon visiting the office. Along with providing a warm welcome and directing office phone calls, I also provide administrative assistance to our advisors. I am truly passionate about my work and love having the opportunity to serve our clients.
My previous experience includes over 20 years of office reception and administrative responsibilities. I look forward to using my knowledge and experience to help provide the best of service!
My husband Leo, and I live in Zeeland and have raised 3 remarkable children. All 3 are married and have blessed us with 6 highly energetic grandchildren. We love to travel, especially to warm climates with palm trees swaying and the sun shining. We also frequent the northern part of our beautiful state where we enjoy boating and spending time on a wonderful inland lake, near Lake Michigan.