Generous. Committed. Focused. Connected.
Rose Street Advisors has a role to play in our community and we embrace the responsibility.
At Rose Street Advisors, we have been IN the community and have personally and corporately counted it a privilege to give back TO the community for decades. From sponsoring events, supporting local causes or just participating with the many dynamic nonprofits and government agencies in the greater Kalamazoo area, our firm is always looking for a way to help make a difference.
In addition to corporate giving and support, our employees wanted to start our own initiative, directly from us as employees of Rose Street Advisors. In 2018, our employees started SWEET (Social, Wellness, Employee Engagement Team) and the #RSAGive program, which focuses on the employee-driven volunteering and/or financial support of a local organization each month. Since its initiation, employees have provided thousands of dollars worth of meals, diapers, school supplies, and many volunteer hours of support to local agencies that are impacting our community every day.
Denzel Washington was quoted saying, “At the end of the day it’s not about what you have or even what you’ve accomplished… it’s about who you’ve lifted up, who you’ve made better. It’s about what you’ve given back.”
As Advisors, our passion to serve doesn’t stop at serving and lifting up our clients. We strive to help lift up our community. When putting words to what we believe our purpose is to be in the community, we chose “Generous. Committed. Focused. Connected.” May Rose Street Advisors always strive to be a community partner and a firm that is committed to being generous and focused with our support, connected to the right people and right causes that help our community, and its people, thrive. We believe that when our community prospers, we all win!
Jeremy Heavey
AIF® | FINANCIAL ADVISOR
Jeremy is passionate about partnering with individuals and families to identify what is important in their lives and creating a comprehensive financial strategy to help them reach their life goals. This holistic approach allows Jeremy and the wealth management team to ensure the specific needs of the client are front and center as they make investment recommendations and collaboratively design custom-tailored financial plans.
Jeremy has a professional track record starting, leading, and managing for-profit and non-profit organizations. He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School. Jeremy is also formally trained and certified in behavioral assessment, conflict management and life coaching. Jeremy, his wife Kim and their 4 kids reside in Kalamazoo. They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family. Fun fact: Jeremy has been playing drums since he was 13 years old and made callbacks for the Blue Man Group.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. #4976699.1
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Kalamazoo, MI 49007
fax: 269.343.3533
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
None of the testimonials and video presentations, relate to the provision of investment advisory services.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. Please click here for further details regarding this relationship. Rose Street Advisors and their agents are presently licensed to sell traditional life insurance in AL, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NJ, NY, OH, PA, TX, UT and VT. Variable life and annuity products, as well as other securities products, may be sold in CA, FL, IL, IN, KY, MA, MI, NY, NC, OH, OK, PA, SC, TX and WA. Residents of other states should consult with a local registered representative for securities products. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. #3477587.1