Ronald J. Van Surksum, CFP®
Certified Financial Planner™ Professional
My role at AAM – in addition to meeting with clients – is to analyze a client’s personal situation and create individualized financial plans and investment plans.
Essentially I create a “blue print” for my clients based on where they are today and then tell them what they need to do to reach their goals.
I enjoy working with experienced investors as well as “start-up” investors who are just beginning to work their way toward financial independence.
In addition to being the financial adviser, I spend a large portion of my time monitoring client investments and making sure investment dollars are adequately diversified.
APPOINTMENT WITH RON
(Ron is located on the South and West side of Grand Rapids)
IN THE MEDIA
Gabriel Allen Jones
Gabriel’s role at AAM consists of many responsibilities but his focus is on investment research and market analysis. For more than a decade Gabriel has provided market analysis and research for individuals with a focus on academics. He personally meets with investment firms and investment managers to provide clients with insights on investment opportunities. His diligent and consistent research ensures that each client is receiving the highest quality portfolio management. Other responsibilities include leading the internal processes for promoting and ensuring AAM’s compliance with laws, regulations, and company policies.
Prior to joining AAM, Gabriel started Nautilus Financial that helped him understand the industry and the complexities of complying with state regulators. His first degree in higher learning came from Ferris State University where he studied computer aided drafting and tool design. After Ferris he worked for the automotive industry as a tool designer and process engineer. While working for AAM Gabriel finished his Bachelor of Science in Business from University of Phoenix which included financial planning certificates.