Our Advisors & Associates

With more than 35 yearFos in the financial industry, Steve brings a wealth of knowledge, compassion and readiness to every single client.

Whether you’re seeking thoughtful retirement plans, estate planning strategies, strategic planning, education funding or the creation of a foundation or endowment, Steve is prepared with a wide range of ideas. Nothing makes him happier than bringing clarity and confidence to your planning and investments.

His keen knowledge and experience have helped him be recognized by Forbes as a 2023 Best-In-State Wealth Management Teams¹, Forbes as a 2018, 2019, 2020, 2021 and 2022 Best-In-State Wealth Advisors in Michigan.²  He has also been a Wells Fargo Platinum Council³  from 2004 – 2023.  Steve is also designated as a Senior Private Investment Management (PIM) Portfolio Manager.⁴

Today, Steve is the Managing Director – Investment Officer of Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors, which means he leads the strategic planning and oversees the practice’s discretionary portfolios.

He also distinguished himself as he obtained his CERTIFIED FINANCIAL PLANNER™ certification.

A Michigan native, Steve received his BBA from Western Michigan University. He’s served as a board member for Community Advocates for Persons with Developmental Disabilities, president of the Kalamazoo Country Club, chairman at Arcadia Institute, president of the Kalamazoo Chapter of American Business Clubs, and on the Kalamazoo chapter of the American Red Cross.

The father of two and grandfather of four lives in Mattawan with his wife Susan. When he’s not helping people manage their wealth, he’s probably fishing or golfing.

 

^{1 2} The Forbes Best-in-State Wealth Management Teams and Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria  by SHOOK Research, LL.  Investment performance is not a criterion. Self- completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

³The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure may also be used to determine recipients.

⁴The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

Adam doesn’t have clients. He has friends he works with to help attain their life goals.

Even after more than 20 years in financial services, he still sees every person who walks through the door as someone with a dream, not someone with an account to manage. So whether you’re looking for investment management, retirement planning, education funding, strategic planning, IRA strategies, or company retirement plans, Adam will treat you — and your money — with the zeal of someone who really knows you and cares about your future.

Forbes has recognized Adam and his team as a 2023 Best-In-State Wealth Management Teams¹ which is a great honor.  As for professional credentials, Adam is a Certified Financial Planner™ professional, earning his certification in 2012. To earn his CFP^® certification, Adam completed extensive training and experience requirements, and is held to rigorous ethical standards. He has also been a Wells Fargo Advisors Platinum Council  from 2011 - 2023.²  He is also designated as a Senior Private Investment Management (PIM) Portfolio Manager³  and holds the Certified Portfolio Manager™ (CPM^®) designation from the Academy of Certified Portfolio Managers, ACPM.

Like all colleagues at Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors, Adam is a Michigan native. In fact, except for his time at the University of Michigan, he’s lived his whole life in the Portage area.

Adam also enjoys spending time with his family and is very active with his children’s sports teams. Adam is an avid/competitive golfer and played on the golf team at the University of Michigan, where he received a Bachelor’s of Arts Degree in Psychology. He was also inducted into the Portage Central High School Athletic Hall of Fame for golf and hockey—making him OAS&P’s very own version of Happy Gilmore.

Adam is actively involved in the Greater Kalamazoo Golf Association and the Kalamazoo Optimist Hockey Association for youth Hockey.

 
¹The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion. Self- completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

² The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial advisors within Wells Fargo Advisors as measured by completion by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.

³The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program if $50,000.

Jonathan M. Sanborn is a nationally recognized wealth advisor with a profound appreciation of his Michigan roots.

That impressive combination of skills has earned him recognition by Forbes as a 2023 Best-In-State Wealth Management Teams¹, 2018 and 2019 Forbes Top Next-Gen Wealth Advisors² while also being named a Platinum Council Advisor by Wells Fargo Advisors from 2018-2022.³  Jon is also designated as a Private Investment Management (PIM) Portfolio Manager⁴ and holds the Certified Portfolio Manager™ (CPM^®) designation from the Academy of Certified Portfolio Managers, ACPM.

So when you come to Jon for estate planning strategies, retirement planning, wealth transfer planning or insights for building wealth, he has a keen understanding of you — and a vast knowledge of the financial options available to help address your goals.

Before becoming First Vice President – Investment Officer of Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors, Jon spent more than 10 years as a successful advisor at Edward Jones — part of that time literally going door-to-door with retirement planning concepts, which left him with a boots-on-the-ground understanding of your financial hopes and dreams.

And as a graduate of the inaugural class of the Personal Financial Planning Program at Western Michigan University (WMU) acknowledged by the College for Financial Planning, he acquired an expansive idea of how to help his clients pursue their financial goals. Those two experiences symbolize the range of his understanding of investment planning.

Jon continues to be involved in the Personal Financial Planning Program at WMU. While away from work he is a volunteer with the National Ski Patrol, enjoys spending time with his family and watching his daughters play soccer, ride horses, and ski.

 
^1,2 The Forbes Best-In-State Wealth Management Teams and Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s  industry experience, interviews, compliance  records, assets under management, revenue and other criteria by SHOOK Research, LLC .Investment performance is not a criterion.  Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

³ The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism,  Additional criteria, best practices and team structure, may also be used to determine recipients.

 

4The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program if $50,000.

Life can change in an instant.

Your child can decide to attend a more expensive college than you’d imagined. Retirement might happen sooner that you expected. Or you might face unexpected expenses — or better yet, an opportunity — that involves money right now.

Those are the times when Kimberly believes her experience, training and temperament are so valuable. Whether she’s helping you plan for retirement, realign your finances after marriage or divorce, prepare for college expenses or create a long-term financial road map, she has worked tirelessly to be fully prepared to help guide you through life’s major changes.
 
Kimberly does it by bringing together all the pieces of your financial life — preparing for the big events by carefully focusing on the day-to-day issues first.

In 2008 she joined Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors. A few years later she earned her Certified Financial Planner™ certification, joining a distinguished group of professionals as a vital resource to her clients.  In 2019, Kimberly was named a Platinum Advisor by Wells Fargo Advisors.¹  She is also designated as a Senior Private Investment Management (PIM) Portfolio Manager² and holds the Certified Portfolio Manager™ (CPM^®) designation from the Academy of Certified Portfolio Managers, ACPM.  Kim has been recognized by Forbes as a 2023 Best-In-State Wealth Management Teams³ as well.

She also has a deep understanding of the complexities of the changing financial climate, working hard to make informed, forward-thinking recommendations.

On a personal note, Kimberly, a Michigan native, has the distinction of being a member of the first women’s golf team at Western Michigan University, where she received her Bachelor of Business Administration in Finance. She is also active with the Kalamazoo YWCA.

She enjoys playing golf, traveling to warm places, shoe shopping, and having fun with her children, family and friends.

  

¹ The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

²The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

³The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion. not a criterion.  Self- completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

For the last eleven years, Stacey has been recognized by Wells argo Advisors as a Wells Fargo Advisors Platinum Council Client Associate¹ from 2011 - 2020.  That means she brings an exceptional level of professionalism, integrity and leadership to her position. Once you meet Stacey, you’ll quickly see she brings exceptional attention to detail, politeness and efficiency to her job as well. She has worked in the financial services industry since 1990, including managing operations from 1996 to 2006. She lives in Portage with her significant other, Mike. She has two grown sons, Spencer and Sam. When she’s not working, you can find Stacey golfing, snowmobiling, bowling and spending time with her family and friends.

 

¹ The Wells Fargo Advisors Platinum Council Client Association (previously Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

How skilled is LuAnn as a client associate? She has been recognized by Wells Fargo Advisors as a Wells Fargo Advisors Platinum Council Client Asociate¹ from 2014 - 2020. Part of what makes her so good is her strong work ethic and polite demeanor. The other part is her incredibly varied work history. Before joining Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors, LuAnn worked in seasonal tax preparation from 1988 to 2006, city government from 1975 to 1985, and advertising/research from 1994 to 2006. She’s fully prepared to deliver the full support you need. LuAnn lives right here in Kalamazoo/Portage with her husband, Michael. They have three grown children, four grandchildren. In her spare time, LuAnn loves to read, travel, walk and visit her children and grandchildren.

 
¹ The Wells Fargo Advisors Platinum Council Client Association (previously Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.