About Us
We are located at 3494 Capital Ave SW, in Battle Creek. Our branch office is located about 1 1/2 miles south of I-94 and Beckley Rd.
Matt has been in the financial services industry since 1983. Matt sees himself as a financial teacher who explains the many investment alternatives & methods available. Matt graduated with his degree from Central Michigan University in 1980.
He has been actively involved in the Battle Creek community, serving on boards for Binder Park Zoo, the Family Y Center, Battle Creek Bible Church and the Battle Creek Country Club. Matt and his wife Emily have three grown boys; Jake, Jim and Dan.
Mike has been in the financial services industry since 1997. A graduate from Albion College (Class of 1997) with an Economics and Management degree, Mike started his career as an Agency Specialist with State Farm Insurance Co. and later became a financial advisor for Principal Financial Group.
Mike joined Raymond James & Associates in 2003 and specializes in retirement planning, insurance, and asset management. Mike is a lifelong resident of Battle Creek where he lives with his wife, Hollie.
Mike earned his Certified Estate Planner (CEP®) designation in 2009.
Travis graduated from Western Michigan University with a degree in Business Management and Economics. Travis has been in the financial services industry since February 2005, always with the Raymond James family.
Travis has worked & lived in the Battle Creek area for his whole life, where he and his wife, Kara, are very active in the community. Travis is a member of the Battle Creek chapter of AMBUCS (American Business Clubs), sits on the board of directors of the Battle Creek Area Chamber of Commerce and takes part in many other service and charitable organizations.
Travis specializes in financial and estate planning to help clients achieve long-term financial needs and goals. When he isn't working Travis enjoys spending time with friends and family, playing golf and biking.
Laura joined Raymond James & Associates in May of 2005. Laura's 17 years of industry experience, and knowledge of the financial services industry, is evident in her commitment to providing the best client service.
Laura is a crucial part of the day-to-day operations and is proud to be part of the team. She obtained her licenses for the Series 7, 63, 65 and 9 & 10.
Laura is life-long resident of Kalamazoo, MI where she lives with her husband, Tom.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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