You’ll have the resources of a national leader to serve your financial planning needs

When it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Muskegon, Michigan, branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.


Steven Dangel
Branch Manager
Paul Price
Financial Advisor
Caterina Holt, NMLS
First Vice President, Investments
Judith Stojak, WMS
Associate Vice President, Investment
Brett Burza
Financial Advisor
Michael Ladd, CFP®
Vice President, Investments
Staci Geiger, AAMS®
Financial Advisor
Al Kowalski
Vice President, Investments
Michael Nowak
Financial Advisor
Lori Vieau, WMS
Investment/Portfolio Associate
Dana Bergeman
Branch Operations Specialist
Joni Jarosik
Branch Operations Specialist
Michael Valachovics
Branch Operations Specialist
Michelle Wingett
Financial Planning Consultant
Sarah McCarthy
Client Service Associate
Nicole Ferguson
Client Service Associate
Jessica Byard, AAMS®
Financial Planning Consultant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.