Mike established the first Raymond James Financial Services, Inc. branch office in St. Joseph so he could independently work with clients by offering a wider array of investments and services and have the freedom to keep the clients' best interests at the forefront. He has been in the industry for 17 years and constantly strives to improve knowledge of the industry through intensive study, in depth research and hard work to search out and present investment options that are designed to help meet the client's needs and objective. Mike's main concentration is on wealth management, innovative strategies and sound techniques to help clients develop strategic plans to accomplish their short-term and long-term financial goals.

Neal, being licensed with Series 7, 63 & 65 works with Mike and his clients to help plan their important financial goals through a wealth services team approach. He is involved in portfolio reviews and further assists Mike in placing investment transactions and gathering pertinent research and data. Neal has his Bachelors Degree from Southern Illinois University and received his Masters Degree in Business Administration from Nortwest Missouri State University.

Paula process all new accounts, account transfers, new contributions and redemptions, beneficiary changes and account updates. She will help you when you have any questions about your statements, checks, account balances, dividends or any other service related question to help the Gertsema Wealth Services team deliver quality client service.With more than 27 years of experience in business accounting, office operations and management, Paula looks forward in helping you with answers to your questions.

Ann is our front line customer service Gertsema Wealth Services team member greeting you in person with a warm smile or scheduling your appointment with a friendly voice when you call. She can also check your account balance, make a deposit or update personal information for our records. She maintains the client database and takes care of the weekly market commentary and our correspondence. With 15 years of experience in the banking industry, including customer service, Ann is always happy to serve you.