KNOW when to say NO

“It’s easy to say no when there is a deeper yes burning inside.”​ – Stephen Covey

Including my 6-year-old in re-wiring our trailer took longer than I had planned…but it was worth it. It was (kinda) easy to say NO to doing it quickly because I had the chance to say YES to making a shared memory with my daughter. Seeing that little smile on her face when she got to roll under the trailer on the creeper, and the proud moment she had when she finished her part of the wiring project, made the extra time worth it.


Partnering with our clients to discover their “deeper yes burning inside” allows us to put together a CLEAR holistic strategy which equips them to KNOW when to say NO….in order to say YES! Do you have a financial plan? What do you need to say NO to in order to say YES to staying the course on your financial plan?

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. #4849863.1

Jeremy Heavey


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.

Interested in more?

Proactive HR