Ross A. Hoezee, CLU®, ChFC®

Wealth Management Advisor

My Team

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.

 
Mark E. Pearson

Mark E. Pearson, CFP®, RICP®

Associate Wealth Management Advisor
Office 616-774-2031

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 Northwestern Mutual in 2002.   Also a member of the Financial Planning Association (FPA), Mark holds his life & health insurance, and securities licenses as well.

Recently earning his RICP®, Mark can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.

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

Professional Specialties:
Client Meetings & Reviews
Personal Planning Analysis
Investment Proposals
Investment Services
Insurance Services

 

 
Timothy J. Hoezee

Timothy J. Hoezee, CFP®

Associate Wealth Management Advisor
Office 616-774-2031

Tim joined the Hoezee Group in 2010. He graduated from Northwood University with a Bachelor of Business Administration and holds his life and health insurance licenses in addition to being licensed in securities.

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

 
Professional Specialties:
Retirement Plan Operations
Investment Services
Insurance Services

 
Jennifer L. Winters

Jennifer L. Winters

Associate Wealth Management Advisor
Office 616-774-2031

Jennifer has been with the Hoezee Group since January of 2008.  She graduated from Central Michigan University with a B.S. in Business Administration and holds life & health insurance licenses in addtion to her securities licenses.  

Professional Specialties:
Process Management
Investment Services
Insurance Services

 
Marilyn L. Weiss

Marilyn L. Weiss, CLU®, ChFC®, CASL®

Associate Financial Representative
Office 616-774-2031

Marilyn joined the Hoezee Group in 2011, having been with Norwestern Mutual since 1963.  She attended Aquianas College and holds the Chartered Life Underwriter, Chartered financial Consultant and Chartered Advisor for Senior Living designations in addition to having her life & health insurance licenses and securites licenses.

Professional Specialties:
Insurance Services

 

 

 
Linda J. Lehmann

Linda J. Lehmann

Administrative Assistant
Office 616-774-2031
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck