The Team

Klassa, Swaggerty & Associates
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Steven Swaggerty

Steven Swaggerty

Financial Advisor

More about me...

Designations

CRPC®, AAMS®, RICP®

Top Areas of Focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business

Education

BA Adminstration of Christian Education / Bible Central Bible College, 1990

VISIT MY WEBSITE

William V Caddick Jr

William V Caddick Jr

Associate Financial Advisor

More about me...

Designations

CFP®, CRPC®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Education

Western Michigan University; Batchelor of Business Administration (B.B.A.)

VISIT MY WEBSITE

John Loveland

John Loveland

Associate Financial Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
CA Insurance #0H62509

VISIT MY WEBSITE

Richard J Kidwell

Richard J Kidwell

Associate Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Education

Michigan State University, BBA

VISIT MY WEBSITE

Pamela Lee

Pamela Lee

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education

VISIT MY WEBSITE

Jen Bessen

Jen Bessen

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Charitable Giving

Education

Western Michigan University, Bachelor of Business Administration and Bachelors of Art 1999-2004

VISIT MY WEBSITE

Our Staff

Amy P. Marchel

Amy P. Marchel

Executive Assistant

Melissa K. Aughenbaugh

Melissa K. Aughenbaugh

Paraplanner

Miguel A. Shettlewood

Miguel A. Shettlewood

Client Service Coordinator

Rachel Keene

Rachel Keene

Assistant

Prem Patel

Prem Patel

Assistant

Erin Hipwood

Erin Hipwood

Receptionist