Jim Manion, RICP®
Financial Planner / Partner
For nearly 20 years, I have had the opportunity to assist individuals and families with their unique financial goals and dreams. I consider it a responsibility and also a privilege to be my clients’ advocate, looking out for their best interests. Prudent financial planning goes far beyond just investments and financial products. Although these play an important role, 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.
My wife, Lisa, and I live in Jenison with our two sons. It’s hard to believe, but our oldest is now in college and our youngest in high school. Like many families, we find ourselves busy with school, sports, and church activities. I enjoy mountain biking, fishing, traveling and the occasional round of golf. More than anything, I enjoy spending time with my family.
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 currently serve on the board of the Grandville Calvin Christian School Foundation and am a member and past president of the Grand Rapids Association of Insurance and Financial Advisors. I earned my BA in business from Calvin College and I hold the Retirement Income Certified Professional (RICP®) designation.
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.
Client Relations / Events Coordinator
As the client relations and events coordinator, I am excited to apply my knowledge and past 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, which are two of my favorite things! I also assist my husband, Jim, with some of the day-to-day operations of running his practice.
Jim and I live in Jenison with our two sons and our dog. As our boys get older and family time becomes more precious, I appreciate the special getaways and quality time together as a family. In my free time, I enjoy running, cooking and trying new recipes, reading, date nights with Jim, and trips to the beach.
I have a BA in business psychology from Calvin College and my past experience includes retail management.
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 nearly 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. Two are married and have blessed us with 6 highly energetic grandchildren. We would not change it for the world. 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.