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An Independent Firm |
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Thomas Gauntlett, CFP®, CIMA, Principal - Sledrunner Financial Services, Branch Manager—Raymond James Financial Services, Inc. |
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Tom attended Rollins College and Western Michigan University. Tom is a registered principal and branch manager for Raymond James Financial Services, Inc., member FINRA and SIPC. He is a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA). His area of specialization is investment management and consulting. |
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Lori J. Bumgart, CFP® |
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Lori received her Associates Degree in Business Management from Davenport College in 1990, and she received the Financial Paraplanner designation in 1992. Lori is a Certified Financial Planner and a Securities Principal with Raymond James Financial Services, Inc., member FINRA and SIPC. Her area of specialization is individual investment clients. |
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Jane Brady-Ertz, Financial Advisor |
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Jane attended both Western Michigan University and Davenport College where she earned an Associates Degree in Accounting. She is a Series 7 Registered Representative with Raymond James Financial Services, Inc., member FINRA and SIPC and holds the designation of Master Certified Retirement Specialist through the National Tax Sheltered Accounts Association. Her area of specialization is Retirement Plans. |
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Julie Ahlberg, Client Service Representative |
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Julie comes to us from the banking industry where she worked for 15 years. Julie has a strong background in investments and communication and is the administrative support for both retirement plan and individual clients. |
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Contact Us: 590 W. Centre Avenue . Portage, MI 49024 Phone: 269-488-6900 Toll-Free: 1-800-488-8041 Fax: 488-6100
Securities Offered Exclusively Through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA and SIPC
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. |