Ross A Hoezee

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Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Timothy J Hoezee
Associate Wealth Management Advisor
timothy.hoezee@nmfn.com
(616) 233-2105

Retirement Plan Acquisition & Retention 

Timothy J Hoezee

Mark E Pearson
Associate Wealth Management Advisor
mark.pearson@nmfn.com
(616) 233-2056

Client Relationships & Personal Needs

  • Client Meetings and Reviews
  • Personal Needs Analysis
  • Investment Service
  • Investment Proposals

Mark has earned his  CERTIFIED FINANCIAL PLANNER™ certification and a Certificate of Financial Planning from Florida State University, as well as a Bachelor of Business Administration from   Davenport College of Business. Mark joined the Hoezee team in 2005.   Also a member of the Financial Planning Association (FPA),  Mark holds his life & health insurance, long term care insurance and securities licenses as well.

Mark lives in Grand Rapids and has two sons, Sean and Eric.

 

Mark E Pearson

Jennifer L Winters
Associate Wealth Management Advisor
jennifer.schaible@nmfn.com
(616) 233-2019

Process Management

  • Insurance Client Service
  • Investment Client Service

Jennifer joined our team in January of 2008.  She graduated from Central Michigan University with a B.S. in Business Administration and holds Life & Health insurance and securities licenses.  

Jennifer lives in Grand Rapids with her husband Tim and enjoys spending time with family and friends.

Jennifer L Winters

Marilyn L Weiss
Associate Financial Representative
marilyn.weiss@nmfn.com
(616) 233-2037

Linda Lehmann
Administrative Assistant
linda.j.lehmann@nmfn.com
(616) 233-2113

Administrative Assistant

Linda has has been with the team since December of 2006.  She lives with her husband, Pete, and daughters Melissa and Mary in Comstock Park.

Linda  Lehmann