Grand Rapids

Grand Rapids

Grand Rapids, MI
 

 

 

 

Meet the group behind Lakeshore Financial Group

We reflect the values that define our mission and vision, which are based on personal service, integrity, and delivering our best work with each client and portfolio interaction.



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Jim Manion, RICP®

Financial Planner / Partner

For nearly 20 years, I have had the opportunity to assist individuals and families with their unique financial goals and dreams. I consider it a responsibility and also a privilege to be my clients’ advocate, looking out for their best interests.  Prudent financial planning goes far beyond just investments and financial products.  Although these play an important role, a personalized plan addresses the specific issues and concerns critical to making wise financial decisions.  It is my commitment to provide those I serve with the education, advice, and service they need to build a comprehensive, effective plan.

My wife, Lisa, and I live in Jenison with our two sons.  It’s hard to believe, but our oldest is now in college and our youngest in high school.  Like many families, we find ourselves busy with school, sports, and church activities.  I enjoy mountain biking, fishing, traveling and the occasional round of golf.  More than anything, I enjoy spending time with my family.

I am an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 6 (Investment Company Products/Variable Contracts), Series 7 (General Securities Representative), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law). I am also licensed for life and health insurance.

I currently serve on the board of the Grandville Calvin Christian School Foundation and am a member and past president of the Grand Rapids Association of Insurance and Financial Advisors.  I earned my BA in business from Calvin College and I hold the Retirement Income Certified Professional (RICP®) designation.

Amy M. Dowling, CFP®

Financial Planner / Partner

I love being a financial professional and enjoy putting my knowledge, experience, and talents to use serving my clients.  With the relationship I have built with each client, I take on the responsibility to help you with your entire financial well-being.  I am committed to having the resources needed to take care of all of your financial needs.

I am a graduate of Central Michigan University.  I have practiced as a financial advisor since 1999.  My nearly 20 years of experience has contributed to my skill, proficiency, insight, and understanding of retirement and investment planning, insurance, banking, customer service, and overall financial planning.  

I am a member of the West Michigan Estate Planning Council and the Financial Services Institute (FSI).

I achieved the requirements to be a CERTIFIED FINANCIAL PLANNER practitioner in January 2011.  This certification has four requirements.  An important requirement to be certified as CFP® practitioners is that we must abide by ongoing strict Code of Ethics and Professional Conduct rules. The educational requirement I completed was at Grand Valley State University, at their Seidman Financial Planning Certification Program in 2010. This program required the completion of courses in Principles of Financial Planning, Insurance Planning, Investment Planning, Personal Income Tax Planning, Estate Planning, Retirement Planning, and Employee Benefits. I had completed the experience requirement.  The decisive requirement to be granted the CFP® designation was passing a grueling two-day exam in the fall of 2010.  

I am an Investment Adviser Representative (IAR) and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 6 (Investment Company and Variable Contracts Securities License), Series 7 (General Securities Representative License), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Adviser Law). I am also licensed for life and health insurance.

I look forward to serving my current and future clients, their family, and friends for many years to come!

Andrew Brown, LUTCF®

Financial Planner / Partner

After graduating from Central Michigan University in 2008 with a degree in financial planning, I began working as a financial advisor. In 2014, I transitioned my practice to Lakeshore Financial Group to be part of an independent firm. I believe it is of great value to be part of a firm whose focus is on the success of our clients rather than the profitability of the employing broker/dealer.  

Over the past decade, I have enjoyed the opportunity to connect with those in the community and gain insight on how to better help people meet their financial goals. The most enjoyable aspect of being an advisor is the opportunity to build long lasting client/advisor friendships, there is nothing more exciting than to see the growth of friends.  

Along with a Bachelor’s Degree in financial planning, I hold the Life Underwriter Training Counsel Fellow (LUTCF®) designation.

I am an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Combined State Law). I am also licensed for life and health insurance.

My wife, Ashley, and I live in Cascade with our two children. We enjoy spending time boating, outdoors, and serving with our church community.

Heidi Mulholland

Client Support / Operations Specialist

As the client support and operations specialist, I work to ensure a pleasant experience for our clients.  I enjoy using my knowledge and experience so that our clients receive the best of service. I have been working in the financial field since 2007.  I previously worked as an office administrator for 16 years.  Along with coordinating firm operations, I also assist Amy directly as her assistant.

My husband, Chad, and I live in the Grandville area with our two teenagers. We enjoy spending time with our family and friends at our pool. We also love camping in Pentwater and Grand Haven.

Lisa Manion

Client Relations / Events Coordinator

As the client relations and events coordinator, I am excited to apply my knowledge and past experience in helping to provide a welcoming environment to our clients.  It is our priority that clients receive the best service and I am thankful for the role that I get to play in making this a reality.  I have the best job —interacting with people and planning fun events, which are two of my favorite things!  I also assist my husband, Jim, with some of the day-to-day operations of running his practice.

Jim and I live in Jenison with our two sons and our dog.  As our boys get older and family time becomes more precious, I appreciate the special getaways and quality time together as a family.  In my free time, I enjoy running, cooking and trying new recipes, reading, date nights with Jim, and trips to the beach.

I have a BA in business psychology from Calvin College and my past experience includes retail management.