Joe has been involved in the investment industry for twenty one years, 16 of them with Abbit Management Corp. He graduated from Grand Valley State University with a degree in finance. Series 65 licensed, Joe enjoys working with numbers and finds talk about the yield curve interesting. Outside of work, he enjoys golfing, working in the yard and spending time with his family.
Jim oversees the investment of client portfolios and devises strategies for attracting new clients to the firm. Jim joined Abbit in 2012 and he holds degrees in Business Administration and Communications from Andrews University. He is a Certified Trust and Financial Advisor and Series 65 licensed. Jim enjoys creative investment solutions and making investment presentations, along with running, biking and spending time with his family.
Julie has been with Abbit Management Corp. since 2002 and spends her time making sure everything runs smoothly with the Abbit Master Trust as well as the day-to-day operations of the office. Julie came to Abbit after spending 14 years in various positions with Old Kent (Fifth Third) Bank and has a Bachelors degree from Grand Valley State University.
Janice joined Abbit Management Corp. in June of 2010. She fulfilled a 29-year financial career with JPMorgan Chase Private Banking in Grand Haven/Grand Rapids. Positions included Trust Operations and Administrative Assistant. Janice currently enjoys gardening, decorating, and spending time with her family.
Tori graduated from Central Michigan University and began her career as a financial analyst with Bank One (Chase) in Chicago, IL. After relocating to West Michigan, she spent three years as the owner of a local business before joining the Abbit Management Corp. team in 2017. She is a certified National Social Security Advisor and enjoys working with clients to achieve their retirement and investment goals. Away from the office, she enjoys cooking, yoga classes, and spending time with her husband and two kids.