Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Employee Stock Options
  • Social Security Retirement Benefits

Awards & recognition

  • Rush Creek Advisors, Ameriprise Client Experience Award, 2021-2024
  • Jake Willis, Ameriprise Ultimate Digital Excellence Award, 2022-2024
  • Jake Willis, Ameriprise Circle of Success, 2021-2024
  • Jake Willis, Forbes Best-in-State Wealth Advisors, 2024-2025
  • Rush Creek Advisors, Forbes Best-in-State Wealth Management Teams, 2026

Community participation

2017's St. Baldricks Head Shaving Fund Raiser (Caledonia, MI)
2017's St. Baldricks Head Shaving Fund Raiser (Caledonia, MI)

Our 2024 National Day of Service will be spent supporting the West Michigan non-profit Hand2Hand to help kids in Allegan, Barry, Kent, Mason, Newaygo, Ottawa, and Van Buren County. We became involved with this organization because we believe no child should go hungry.

Byron Center Township Little League volunteer 2021-2024. Rush Creek Advisors has helped to sponsor little league for the 2022-2024 seasons.

During the Holiday season our office is a Toys for Tots donation location.