The Gasaway Investment Advisors Team
Caitlin Borton
RICP®, Registered Investment Advisor
Director of Operations
Caitlin is the Director of Operations of our firm, focusing on project management, technology, and overseeing the operations team. She has over 15 years of experience in the financial industry. She has her RICP® designation, which means she is qualified to assist with planning and executing retirement strategies. 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.
Chase Imberger
Registered Investment Advisor
Financial 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.
Ethan Thies
Registered Investment Advisor
Financial Analyst
Ethan Thies joins our firm as a Financial Analyst assisting with financial planning, client meetings, and client service. He is majoring in Personal Financial Planning at Western Michigan University. Ethan enjoys spending time with his wife, family, and friends. He enjoys playing and watching sports, as well as spending time at Lake Michigan.
Sara Holbrook
FPQP®
Paraplanner
Sara is a Paraplanner assisting the operations team. She has her FPQP® designation, which means that she has proven expertise 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 Lehmkuhl
Client Service Representative
Stephanie is a Client Service Representative assisting the operations team. She has over 13 years of accounting and finance experience. Stephanie graduated from Kalamazoo Valley Community College with an Associates Degree in Office Administration. She enjoys spending time with her family, a good bonfire, and the great outdoors.
Holly Honeck
Administrative Assistant
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.
Jim Gasaway
QPA, QKA, CFP®, CLU®, ChFC®, CPFA
President
Jim helped found GIA in 1990 with his father Ed and is now the President of the firm. He grew up in the financial planning business and has dedicated his career to helping individuals navigate their financial course. Jim has a unique knowledge of retirement plans and specializes in helping businesses customize, monitor, and administer their plans. Jim graduated from Calvin University with a BA in Accounting. Jim enjoys spending time with his family, spending most of his summers on the lake and winters on the ski slopes.
Ed Gasaway
MBA
(Of Counsel)
Ed founded Gasaway Investment Advisors, Inc. "GIA" with his son Jim in 1990 with the goal of helping people in the Kalamazoo area achieve financial success. After serving as an officer in the U.S. Army in Vietnam, Ed's education led him into a career in financial services that has spanned over 40 years. Ed generously lends his time post-retirement helping out around the firm when and where he can.
Crystal Fraser, QKA
Senior Recordkeeping Administrator
Crystal is a Senior Recordkeeping Administrator and assists in the daily record keeping and administration of qualified retirement plans. She has over 10 years of administrative experience. She has a BA in Political Science from Indiana University. Crystal enjoys photography, woodworking, and traveling in her free time.
Brianna Quillin
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.
Caleb Schoon
Registered Investment Advisor
Financial Advisor
Caleb is a Financial Advisor and educates individuals in our company sponsored 401(k) plans, reviews investments, and secures a brighter future for our clients with financial plans. Caleb graduated from Hope College with a BA in Business and Economics with a concentration in Finance and a minor in Mathematics. He enjoys playing the guitar, soccer and spending time with friends at sporting events.
Leann Gasaway
Marketing Associate
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.
Holly Honeck
Administrative Assistant
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.