KP Financial Joins Stonebridge Financial Partners, Expanding Firm’s Services in the Grand Rapids Area

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Founding Partner and CERTIFIED FINANCIAL PLANNER™ Jon Pettigrew of Kanai Pettigrew Financial Group®, a wealth advisor with 20 years of experience, today announced the decision for him and his team to join Stonebridge Financial Partners LLC.

Pettigrew brings a depth of experience in building wealth management practices and will join the Bingham Farm-based team, with a focus on developing new client relationships in the Grand Rapids, Michigan, metro area.

Pettigrew said: “We’ve worked closely with Stonebridge Financial Partners over the past four years, and through those close interactions, we’ve come to appreciate that we hold the same values and commitment to our clients.”

In joining forces with Stonebridge Financial Partners, Pettigrew is joined by his team consisting of Deborah Dalman, Retirement Plan Relationship Manager & Licensed Sales Assistant; Austin Potter, Client Relationship Manager; and Kristin Morrison, Director of Office Operations.

facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Stonebridge Financial Partners Welcome Alyssa McLaughlin to the Team

I have some extremely exciting news to share. Today we welcome a new Client Service Associate onto our team, Alyssa McLaughlin. She is primarily working with myself and dedicated to supporting you and your service needs. I can tell you that she has a great personality.  You will enjoy heari …

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

1 2

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation