A team that’s here for you – right here in Kalamazoo.
|1993||Cliff Mulder launches his financial advising practice with Prudential Securities in downtown Kalamazoo|
|1996||Stacy Caudill joins Cliff as his first team member|
|1999||Cliff and Stacy move their practice to NatCity Investments – a division of National City Bank.|
|2005||Raymond James recruits Cliff and Stacy and they join the downtown Kalamazoo office.|
|2012||Cliff and Stacy begin working with the clients of Robert Struber, a thirty-year financial services veteran, when Bob retires. Client assets reach $200,000,000.|
|2014||Stacy is promoted to Financial Advisor|
|2014||Jodi Harrison, with twenty years of experience in financial services, joins Cliff and Stacy at Raymond James|
|2017||We move to our new office in the Woodbridge Hills area of Portage, striving to provide clients improved accessibility|
|2018||Cliff Mulder honored for the first time by Forbes on the Best-In-State Wealth Advisor list *|
|2019||Kasey Phillips is welcomed aboard as Client Service Associate.|
|2020||Jodi is promoted to Business Manager. Client assets surpass $350,000,000.|
|2020||Our team officially becomes Kindred Financial Partners of Raymond James. Same great team – better name!|
|2021||Michael Tangalakis joins the team as a Financial Advisor|
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1stSM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.
Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
Sticking to our core principles of client first, conservatism, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family.
The markets change, but our values will always be the same. Client first is at our core, supported by conservatism, independence and integrity.