Christine Church

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

North Muskegon, MI 49445

Credentials

CFP®, Series 66

Industry experience

< 1 year

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning ESG / Sustainable investing

Occupation focus

Doctor or Medical Professional Educators, Teachers, and Academics Real Estate Professional

Demographic focus

Religious/faith focused Values-based investing

Work history

Edward Jones

2025 - Present (1 year)

Blue Trust

2021 - 2025 (4 years)

Loek's Theaters Inc

2019 - 2021 (2 years)

J. Alexanders

2018 - 2019 (1 year)

Murphy's Family Restaurant

2017 - 2018 (1 year)

Dagwoods Deli

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Kimberly M

Series 63, Series 65, Series 66

Muskegon, MI

Merrill

Kimberly Martin is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior partner in the Hammond, Martin, McKeough Group. The group serves individual clients, small and middle market businesses, and large corporations with a comprehensive range of financial management products and services, including asset management, retirement services, lending, and banking. Their client relationships are based on integrity, dependability, and trust. Kim has been with Merrill Lynch since 1989 and is experienced in corporate benefits, executive services, divorce transition planning, employee benefits planning, institutional consulting, and services for endowments, foundations, and non-profits. Her team provides financial management tools, retirement planning, and investment guidance, leveraging extensive experience to develop thoughtful and sound strategies. She holds a Bachelor's Degree from Michigan State University and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Kim is a member of the National Association of Plan Advisors and has been involved in community organizations such as the West Michigan Symphony and Women Who Care in Muskegon County, Michigan, where she has served on the boards.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning
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Guillermo B

Series 66

Muskegon, MI

Merrill

Guillermo Borquez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of international business experience spanning multiple industries. Prior to his financial advisory career, he held executive roles in engineering, operational oversight, and general management with Ford and Visteon in both the United States and Argentina. Guillermo completed his undergraduate studies at the University of California at Berkeley and participated in an executive development program at Northwestern University’s Kellogg School of Business. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

General retirement planning Retirement income strategy Income planning Executive Engineering Professional

Seth A

Series 66

North Muskegon, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management

Martha F

Series 66

Muskegon, MI

Merrill

Martha Fohlbrook is a Financial Advisor with Merrill Lynch Wealth Management who joined the financial services industry in 2022. She partners with clients to address their unique financial ambitions, providing guidance on college and education planning, family wealth management, legacy planning, liquidity management, and retirement income strategies. Working collaboratively with Vice President Senior Financial Advisor Gregory DeVoursney, Martha emphasizes investment management, retirement counseling, estate and family legacy planning to deliver comprehensive wealth management solutions. Martha holds a Bachelor of Science degree from Aquinas College in Grand Rapids, Michigan. She maintains Series 7 and Series 66 FINRA registrations and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, she serves as a resource for the local Hispanic community. Since joining Merrill, she has helped over 100 households achieve their financial goals through tailored banking and investment advice. Active in professional and community organizations, Martha is a member of the Greater Muskegon Woman's Club, Hispanic/Latino Organization for Leadership & Advancement (HOLA), Muskegon Rotary Club, and West Michigan Hispanic Chamber of Commerce (WMHCC). She is involved with several community initiatives, including Feeding America West Michigan, Grand Rapids Community College, Life Remodeled, and St. Jude Children's Hospital. In her personal time, Martha enjoys golfing, photography, reading, running, traveling, and spending time with her husband Bobby and daughter Bella.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Hispanic/Latino/Latinx

Tina W

CFP®, Series 66

Fremont, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Inheritance planning

Dean F

Series 66

Fremont, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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