JENNIFER BALDINI, CFP", CRPC November 19, 202012:00 pm - 1:15 pmWebinar
Topic: J.P. Morgan’s Guide to the Markets
Speakers: ETHAN ANDERSON, AIF, Financial Advisor & JENNIFER BALDINI, CFP", CRPC', Financial Advisor
ETHAN ANDERSON, AIF
Ethan sees financial planning as working on a puzzle with pieces that are continually evolving. This challenge, along with the fulfillment of helping clients pursue success on their terms, keeps him fully dedicated to his role as an advisor.
With an emphasis on transparency and integrity, Ethan works closely with clients to help them plan for retirement and manage their nest eggs. To do this, he creates highly personalized portfolios centered on his clients' distinct goals. "Our clients know we're in this together," he says. "That's why we prioritize proactive communication." This includes informative client meetings along with weekly emails and regular updates on the markets and economy.
Ethan's guiding mission is to keep clients informed, empowered and feeling confident in their financial lives. "When clients have a clear understanding of how the financial plans we build are designed to align with their portfolios and their needs, they're able to focus on the many other blessings in their lives," he says.
An advisor since 2000, Ethan started his career with Prudential Securities before joining Rehmann in 2005. He stayed there until 2019, when he made the move to Raymond James. In addition to his 20-plus years of industry experience, Ethan holds a bachelor's degree from the University of Michigan and is actively involved with his alma mater.
Since 2000, Ethan has served as a board member as well as former president, vice president and treasurer of the University of Michigan Club of Grand Rapids. He also became a board member of the Metro Health Foundation, which is affiliated with University of Michigan Health, in 2019. Additionally, he's served as a corporate partner committee member of the Grand Rapids Art Museum since 2018 and as an elder of Cascade Christian Church since 2019.
Born and raised in Grand Rapids, Ethan makes his home with his wife (and high school sweetheart), Stacy, and their two kids, KD and Lilly. When he's not helping clients, Ethan can be found traveling or enjoying anything related to the University of Michigan.
Jennifer's clients rely on her deeply personalized approach to financial planning as they work to fulfill their long-held goals and near-term needs. In addition to crafting highly customized plans, Jennifer strives to serve as a knowledgeable guide to help clients address any and all financial matters.
Applying her specialized knowledge of Social Security and years of industry experience, Jennifer works with everyone from retirees to those planning their dream retirements and business owners seeking to address their professional and personal finances.
A graduate of Davenport University, Jennifer holds a bachelor's degree in finance, along with her CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor5M designations. She began her career in 1997 at Prudential Securities before joining Rehmann in 2010. She then transitioned to Raymond James in 2019. Drawn by the firm's innovative, client-focused knowledge, investment tools and award-winning research, Jennifer is proud to have found a proactive partner in Raymond James.
Away from the office, Jennifer serves as finance chair of the Sparta Education Foundation, a nonprofit that supports the Sparta Michigan public schools through grants to educators. This is made possible by donations, fund raisers and volunteers. She also serves as a teller with her church and works in children's ministries whenever possible.
Although Jennifer was born in Colorado, she and her family moved to the Grand Rapids area when she was 5 years old. She's still a proud resident of northern Kent County and makes her home in Sparta with her husband, Jonathon, and their children, Gabriel and Jaiden. Aside from spending time with her wonderful family, Jennifer enjoys reading, boating and skiing.