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As you may be aware, FM Financial has a wholly-owned subsidiary named GuideStream, which is a Registered Investment Advisor (RIA). GuideStream allows us to serve the financial planning and investment management needs of our clients. Below is our GuideStream Financial Adviser and Coaching Team.
Kirk Hoffman, CFP®, ChFC®, CLU®, MPAS™ is Vice President of Financial Planning and has been part of our team since 2000. He works with our GuideStream clients to develop effective financial plans to meet their planning, investing, and giving goals in all stages of life. Kirk is a graduate of Western Michigan University with a bachelor’s degree in Business Administration. He also graduated from the College for Financial Planning with a Master of Science in Personal Financial Planning degree. Kirk has multiple professional designations including ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter) and is a CFP® certificant. He lives in Jackson, Michigan, with his wife Jeanine and is a licensed captain with the U.S. Coast Guard and an adjunct professor at Spring Arbor University.
Scott Blakemore, CKA®, has been a Financial Adviser with our GuideStream clients since 2009. He provides comprehensive financial planning to help clients plan their lives according to their definition of success. He graduated from Purdue University with a BS in Business Administration and is a Certified Kingdom Advisor (CKA®). He and his wife, Bobbie, have 4 children and reside in Jackson, Michigan. His favorite pastimes are cooking and writing.
Levi Conner joined our team in June of 2024. His role as a financial coach is to empower clients to achieve their financial goals. He works closely with our Vice President of Financial Planning, Kirk Hoffman, as well as the entire planning team. Levi was inspired to become a financial adviser when his church went bankrupt while he was in middle school. He strives to provide financial peace and wellbeing to all his clients. Levi graduated from Spring Arbor University (SAU) with a BS degree in Financial Planning. At SAU, Levi was a bass guitarist in the chapel band, and a captain of the track and field team for 3 years. He currently resides in Jackson, Michigan, and loves to run, watch sports, and go on adventures with his fiancee, Nicole.
Jen DeBiasi, MBA, has been part of our team since 2021 and currently serves as a Financial Adviser with our GuideStream clients. She meets with clients and assists in preparing financial plans. Jen earned her bachelor’s degree and MBA from Spring Arbor University. She lives in Jackson, Michigan, with her two sons, Anthony and Alex. She participated in leadership roles with the Jackson Community Bible Study class for many years and loves to read.
Ridge Foco has served as a Financial Adviser with our GuideStream clients since 2022. He is deeply guided by his relationship with Jesus Christ and passionate about the Biblical teachings about wealth and money. He desires to help others experience hope and peace in their financial lives and be the best stewards they can be for the Lord. Ridge graduated with honors from Spring Arbor University (SAU) with a degree in finance. At school he competed on the golf team and was involved as a student leader. He is currently on the SAU Alumni Board. Ridge resides in Marshall, Michigan, with his wife and their Cavelier King Charles Spaniel. He is active in various groups at church and serves on the board.
Caitlin Koppelman, AAMS™, FSCP® joined the team in 2010 and is a Financial Adviser with our GuideStream clients. She delights in giving clients the personal care and plan-directed expertise they deserve as they develop a financial plan. Caitlin graduated in 2008 with highest honors from Spring Arbor University. She holds the Accredited Asset Management Specialist (AAMS™) and Financial Services Certified Professional (FSCP®) designations. She is involved in women’s ministry at her church and enjoys outdoor adventures, baking, and distance running. Caitlin resides in Tecumseh, Michigan, with her family.
Kirk Hoffman Scott Blakemore Levi Conner Jen DeBiasi
Ridge Foco Caitlin Koppelman
*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by GuideStream Financial, Inc. (“GuideStream”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from GuideStream. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. GuideStream is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of GuideStream’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.guidestreamfinancial.com. Please Note: If you are a GuideStream client, please remember to contact GuideStream, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. GuideStream shall continue to rely on the accuracy of information that you have provided. Please Note: IF you are a GuideStream client, Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
