As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.
We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
Outside of work, Mike enjoys living an active lifestyle. As a former collegiate soccer player, Mike enjoys giving back to the soccer community as a volunteer youth soccer coach. When Mike is not coaching or playing soccer, he enjoys hitting the golf links. A native of Jackson, Michigan, Mike currently resides in Spring Lake with his wife Elizabeth and son Gavin.
Clients want to be well informed and comfortable with the decisions they make, as they plan their financial future. Judy helps them understand the investment options available to them, so they can take an active role as they choose in working toward their financial goals.
Judy specializes in wealth management and planning for retirement and long term care. Prior to joining Raymond James in 1995, she was with H & R Block for 15 years, where she began as a tax preparer and became an instructor and assistant district manager.
For three years, Judy chaired the board of directors of the Arts Council of White Lake, and she continues to serve on several Arts Council committees. Being part of this expanding, innovative organization has enabled her to meet fascinating people and take part in great arts and culture events in her home community.
Judy recently became involved in the Muskegon chapter of a new organization called One Hundred Plus Women Who Care, whose members provide grants to non-profit organizations in Muskegon County.
Judy loves spending time with her growing family of children and grandchildren and also enjoying gardening, caring for her menagerie of animals, taking nature walks and looking for wild flowers. When the weather keeps her indoors, you'll find her cooking, entertaining, reading, knitting, and watching movies with her husband, Ted.
Asset allocation does not guarantee a profit or protect against loss.
Judy Stojak and Brett formed a partnership, Triangle Investment Group of Raymond James, earlier this year when they realized they had a lot in common in the way they work with clients. They also recognized that their diverse backgrounds, investment philosophies and perspectives offer their clients a combination of knowledge and experience that is both deep and broad.
Brett and Judy chose the name of the partnership because it represents three key elements of a solid investment strategy: plan, partner and perform.
Brett graduated from Northwood University with a Bachelors degree in accounting and a mathematics background and spent several years as a finance manager for an automotive company. In 2005, Brett began working as a financial advisor for Raymond James, with a specialty in wealth management.
Brett resides in Grand Haven and has three wonderful boys. When he's not studying the market, it's likely you'll find him playing ball with them.
John has been active in the community, having served on the boards of several civic organizations and clubs.
Al is a graduate of Central Michigan University. He currently holds licenses for general securities sales, options, life insurance, and variable annuity products, in addition to general securities sales supervisor and branch office manager. Al achieved his Chartered Retirement Planning Counselor (CRPC) certification in 2007. Over the years he has continued to attend due diligence meetings & continuing education programs centered on asset management and investment strategies.
Business owners have a vast array of needs from growing their business to transitioning away from it. Al has developed relationships with C.P.A.'s and attorneys, as well as other local vendors, to help in the development and support of the business owner.
Every business has its own unique goals and concerns, and Al addresses these situations individually. He is able to do this through his business alliances and the unparalleled resources that the Raymond James platform provides.
An individual's financial life can only realize part of its true potential when not managed appropriately. To help individuals, Al uses a four step process to help people create, build, and protect wealth. The process is to establish objectives, set a strategy, implement solutions, and review progress.
Dana Studied physical education for two years at Grand Valley State University, then graduated from Muskegon School of Business (now Baker College) with a secretarial degree.
She and her husband, Pat, and their children Patrick and Samantha, live in Fruitport. Dana has coached both Track and Cross Country for Spring Lake Public Schools. She loves the company of family and friends and has a special fondness for taking long rides on her Harley Davidson or being a passenger on her husband's bike.
Jessica has been part of the Dangel & Ladd Wealth Advisors of Raymond James team since 2007. She earned a Bachelor of Science in Business Administration from Central Michigan University, and recently obtained her Series 7 and Series 66 licenses. Within the team, her primary focus is administrative support and client interaction; however, she is currently taking a more active role within the team. She resides in Bailey with her husband and two children.
As a Registered Sales Associate for Raymond James, Lori has her general securites, options, life insurance, health and variable annuity licenses. She has been with the Muskegon office of Raymond James since July of 2009. Prior to that, she worked for Raymond James Financial Services in Memphis, TN for two years. In addition, Lori has 18 years prior sales experience dealing with customers. She obtained her Bachelors of Business Administration from the University of North Texas.
Lori's primary focus is to work closely with clients to ensure that individual financial service needs are met in a timely and consistent manner.
Lori is a member of the Tri Cities 100 or more Women Who Care and Philanthropic Education Organization. You will often find Lori spending her spare time exercising, volunteering, or attending a Grand Haven Athletic event. Lori resides in Grand Haven with her husband, Mike, and two sons, Nick and Jake, and their dog named Lucky.
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.
