In Joel’s Words
When Pathway Financial Design joined Silver Oak’s team of financial professionals, firm co-founders Joel Broersma, CFP®, E.A., and Dan Korhorn, CWS® had reached a tipping point. Mutliple acquisitions and ensuing headaches led them to make a change.
Pathway Financial Design serves approximately 2,000 clients from its headquarters in Grand Rapids and offices in Holland and Traverse City, Michigan. The hybrid firm specializes in multi-generational financial planning and investment management, with a focus on serving hardworking families and small businesses with holistic plans throughout West Michigan. When looking for a new broker-dealer partner, true independence was a big priority.
Watch this interview with Joel to learn why they broke up with their broker-dealer, and why they chose to join Silver Oak.
