The Gasaway Investment Advisors Team
Mike Banks
Analyst
Crystal Fraser, QKA
Retirement Plan Administrator
Crystal is a Retirement Plan 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.
Sara Holbrook
Client Service Specialist
Sara is a Client Service Specialist assisting the operations team. 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.
Jim Gasaway, QPA, QKA, CFP®, ERPA, 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.
Katie Mallette,
QPA, QKA, ERPA
Vice President & Head of Retirement Plan Administration
Katie is the Vice President and Head of the Retirement Plan Administration division of our firm. She manages the plan recordkeeping and administrative team and has over 18 years of experience in Retirement Planning. Katie is a member of the American Society of Pension Professionals & Actuaries and graduated Summa Cum Laude from Western Michigan University with a BA in Accounting. She enjoys camping during the summer with her family and loves finding a good deal at thrift stores.
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.
Chase Imberger
Junior 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.
Carla Powers
Office Manager
Carla is the office manager. She has over 25 years of experience in the financial industry. Carla oversees human resources, compliance, and accounting functions for the company. She has an Associate's degree in Legal Secretarial Science from Kalamazoo Valley Community College. She enjoys spending time with her family and grandkids.
Caitlin Borton
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 14 years of experience in the financial industry. 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.
Mike is an Analyst assisting with financial planning, investing, and meeting with clients to take care of their needs. Mike graduated from Siena Heights University with a BA in Business Administration with a concentration in Marketing. Mike enjoys spending time with his family, fishing, coaching baseball, and the great outdoors.
Kaitlynn Hogan
Front Desk Administrative Assistant
Kaitlynn is a Front Desk Administrative Assistant. She brings 2 years of customer service and management experience to our team. Kaitlynn is currently pursuing her Doctorates Degree in Occupational Therapy from Grand Rapids Community College. She enjoys spending time with her animals, experiencing the great outdoors, organizing, and cleaning.