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Ron Van Surksum, CFP®
My role at AAM in addition to meeting with clients is to analyze a clients personal situation and create financial plans and investment plans for them. 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 planning specialist I spend a large portion of my time monitoring client investments and making sure investment dollars are adequately diversified. |
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Scott Grissom, Ph.D. is a financial planner at Advanced Asset Management and a Professor at Grand Valley State University. He meets with clients by appointment only and specializes in financial planning, strategies for paying for college and passive investing techniques. Scott earned a Certificate of Financial Planning at GVSU and is a candidate for CFP Board's certification. He is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) grissom@aamllc.com |
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