Financial Advisory Services Grand Rapids DeWitt MI Fee Only Financial Risk Manager Jackson Michigan based Wealth Management Services Petoskey Michigan Fee Paid Money Manager
Financial Advisory Services Grand Rapids
DeWitt MI Fee Only Financial Risk Manager
Chuck Embs, AIF®
Chief Compliance Officer

Education:
BS, United States Air Force Academy, 1991
MS, Air Force Institiute of Technology, 1995

Experience:
Investment Advisor: Chesme Capital Management
Registered Representative: Citizens Bank, Independent
Trust Officer: Fifth Third Bank

V-Card V-Card 		DeWitt MI Fee Only Financial Risk Manager
Steve Erb, AIF®
Chief Investment Officer

Education:
BA, Michigan State University, 1991


Experience:
Investment Advisor: Chesme Capital Management
Compliance Officer: Michigan Hospital Association
Registered Representative: Fifth Third Bank
Stock Broker: Olde Discount Brokers

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Doug Vaughn, CFP®
Chief Executive Officer

Education:
BS, University of Florida, 1991

Experience:
Investment Advisor: Chesme Capital Management
Registered Representative: Edward Jones

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Angela Mallard, AAI®, CIC®
Chief Operations Officer

Education:
Certified Insurance Counselor, 2003
Accredited Advisor of Insurance, Olivet College, 2002
Laurel Oaks Career Development Center, 1988

Experience:
Operations Officer: Chesme Capital Management
Small Business Owner: Farmers Insurance Agency
Insurance Producer: The Federau Group
Agent Liaison: Physicians Health Plan
Sales Administration: Bush Transportation

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Jessica Hopkins
Administrative Assistant

Education:
Lansing Community College

Experience:
Administrative Assistant Chesme Capital Management
Administrative Assistant Farmer's Insurance Agency


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Joe Schlindwein, CMFC®
Investment Advisor

Education:
BA, University of Iowa, 1992

Experience:
Investment Advisor: Chesme Capital Management
Financial Consultant: Charles Schwab
Registered Representative: Fidelity Investments

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Jim Devereaux, ChFC®, CLU®
Investment Advisor

Education:
Davenport University
Grand Rapids Community College

Experience:
Investment Advisor: Chesme Capital Management
Institutional Investment Advisor: Burnham, Sullivan and Associates
Institutional Investment Advisor: Fifth Third Bank
Institutional Investment Advisor: Bank One

V-Card V-Card 		Jackson MI Fee Based Wealth Management Services
Jeff Matzen, CFP®
Investment Advisor

Education:
BS, University of Notre Dame, 1991

Experience:
Investment Advisor: Chesme Capital Management
Investment Advisor: BrokersXpress
Option Trading Market-Maker: Botta
Director of Finance: Rhein Fire Football Team

V-Card V-Card 		Petoskey MI Fee Paid Money Manager
John Marshall, CFA®, CFP®, FRM®, AIF®
Investment Advisor

Education:
BA, University of Michigan, 1989
MBA, Keller Graduate School of Management, 1996

Experience:
Investment Advisor: Chesme Capital Management
Corporate Banking Manager: Bank of Northern Michigan

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124 N Bridge St.
DeWitt, MI 48820
(877) 843.0507
(517) 669.1600
fax (517) 913.6021 		44 Grandville Ave SW
Suite 340
Grand Rapids, MI 49503
(888) 206.5267
(616) 719.4444		 180 West Michigan Ave
Suite 800
Jackson, MI 49201
(517) 879.4557		 435 Madison St.
Petoskey, MI 49770
(231) 348.2516
 
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