Jody Vander Weide
About Jody Vander Weide
Jody Vander Weide serves as the Chief Executive Officer of Capstone Financial Services, a company he founded in Grand Rapids, Michigan. He has extensive experience in financial services, focusing on estate planning, investment strategies, and retirement planning.
Work at Capstone Financial Services
Jody Vander Weide has served as the Chief Executive Officer of Capstone Financial Services since its founding in 2000. He has dedicated 24 years to this role in the Greater Grand Rapids, Michigan Area. Under his leadership, Capstone Financial Services has established a strong presence in the local financial landscape, focusing on various services including estate planning, investment strategies, retirement planning, mutual funds, and asset allocation. His commitment to the community is reflected in the firm's approach to financial services.
Education and Expertise
Jody Vander Weide studied Mechanical Engineering and Process at Ferris State University, where he achieved a Foundation degree. He also attended Davenport University, focusing on Business and Personal/Financial Services Marketing Operations. His educational background supports his expertise in financial services, particularly in areas such as estate planning and investment strategies. Additionally, he holds FINRA Series 6 and 63 Licenses and is registered in six states, including California, Florida, Indiana, Kentucky, Michigan, and Wisconsin.
Background
Before founding Capstone Financial Services, Jody Vander Weide worked as a Registered Representative at Lincoln Financial Advisors from 1995 to 2002, and at Raymond James Financial, Inc. from 2002 to 2006. Both positions were based in the Greater Grand Rapids, Michigan Area, where he gained significant experience in the financial sector. His career trajectory reflects a strong foundation in financial services, leading to his current role as CEO.
Achievements
Throughout his career, Jody Vander Weide has established himself as a leading financial executive in the Greater Grand Rapids Area. His focus on estate planning, investment strategies, and retirement planning has positioned him as a trusted advisor in the community. The founding of Capstone Financial Services is a significant milestone in his career, demonstrating his commitment to providing tailored financial solutions to clients.