The Gasaway Investment Advisors Team
QPA, QKA, CFP®, CLU®, ChFC®, CPFA
Jim is one of the founders, and now the president, of Gasaway Investment Advisors. Having grown up in the financial planning business, as well as graduating with a BA in Accounting from Calvin University, Jim has also added numerous designations to his name. All of this allows him to provide experience, skill, and knowledge to better serve our clients while he leads all aspects of the company’s operations, with an emphasis on long-term goals and growth. Jim specializes in helping businesses customize, monitor, and administer their plans, while also heading investment meetings. Jim enjoys spending time with his family, and spends most of his summers on the lake and winters on the ski slopes.
RICP®, Registered Investment Advisor
Caitlin is the Vice President of the Firm. With over 16 years of experience in the financial industry, she helps design the company’s mission, values, and strategic goals while overseeing the operational aspects of the firm. She has her RICP® designation, which means that she is qualified to build sustainable retirement income plans using a depth of knowledge that covers every strategy and income style. Caitlin graduated from Western Michigan University with a BA in Finance with a concentration in Financial Planning. She enjoys spending quality time with her family, going on hikes, and spending time in nature.
Sara is a Paraplanner assisting the operations team. She has her FPQP® designation, which means that she has the knowledge in the arena of financial planning to help better advise clients. She has 5 years of experience in the customer service industry. Sara enjoys spending time with her family, fishing, woodworking, crafting, and enjoying the great outdoors.
Stephanie is the Compliance Associate at Gasaway Investment Advisors. She assists with compliance within the company, and conformance with laws, regulatory requirements, policies, and procedures. She has over 13 years of accounting and finance experience. Stephanie graduated from Kalamazoo Valley Community College with an Associate Degree in Office Administration. She enjoys spending time with her family, a good bonfire, and the great outdoors.
Client Service Representative
Holly is the Front Desk Client Service Representative assisting the operations team. She has 7 years of experience as an administrative assistant. Holly graduated with a Bachelor’s Degree in English from Western Michigan University. She enjoys reading, crafting, and spending time with her family.
ChFC®, Registered Investment Advisor
Chase is a Financial Advisor assisting with financial planning, investing, and meeting with clients to take care of their needs. Chase graduated from Calvin University with a BA in Economics and Finance with a concentration in Financial Planning. While he was in college, he played baseball for 2 years and was a pitcher. He enjoys outdoor activities on the weekend and tries to go to the lake as often as he can.
Registered Investment Advisor
Ethan Thies joins our firm as a Financial Analyst assisting with financial planning, client meetings, and client service. He graduated with a degree in Finance from Western Michigan University with a concentration in Financial Planning. Ethan enjoys spending time with his wife, family, and friends. He enjoys playing and watching sports, as well as spending time at Lake Michigan.
Registered Investment Advisor
Plan Participant Financial Planner and Enrollment Specialist
Nibin is our Plan Participant Financial Planner and Enrollment Specialist. He is responsible for educating and assisting participants to better understand the benefits of their retirement plan and financial planning in general. Nibin graduated from Western Michigan University with a bachelor's degree in Finance. He enjoys hiking, traveling to new places, and spending time with family and friends.
Leann is a Marketing Associate that assists with firm level marketing, growth plans, research projects and promoting our brand. She has over 5 years of experience in the customer service industry. Leann graduated from Calvin University with a BA in Marketing with a concentration in Marketing Management and minors in Entrepreneurship and Spanish. She enjoys baking and checking out new restaurants with friends and family.
Retirement Plan Representative
Brianna is a Retirement Plan Representative and assists in the daily record keeping and administration of qualified retirement plans. She received an Associates Degree in Accounting from Kalamazoo Valley Community College. During the beautiful Michigan summers, she enjoys being out in nature while fishing and hiking. In the winter, she enjoys curling up on the couch reading a good book.