Jerry Johnson is the new financial advisor for Advia Credit Union. Advia's member base has been growing and Johnson has been hired to help meet their needs.
Johnson has more than 25 years of financial services experience. He has been in mortgage lending, credit union member services, and given financial advice.
Johnson will assist credit union members with their individual financial goals at branches located in Comstock, Parchment, Springfield, Battle Creek, Mattawan, Kalamazoo, and Portage. Initial consultations are offered at no cost to members and include insurance planning, 401(k) planning, retirement planning, estate conservation, investment planning, business planning, and education funding.
He is a native of Tampa, Fla., and he and his wife Theresa recently moved to Battle Creek to be closer to their grandchildren.
"We can help with a specific need, such as investing retirement money, or we can provide comprehensive wealth management services, covering all aspects of our members' financial lives," Johnson says.
Advia has four other financial advisors in Kalamazoo, Southgate, Port Huron, and Janesville, Wisc.
Source: Advia Credit Union
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