Our Advisors & Associates

After more than 25 years in financial services, he still sees every person who walks through the door as someone with a dream, not someone with an account to manage. Whether you’re looking for investment management, retirement planning, education funding, strategic planning, IRA strategies, or company retirement plans, Adam will treat you - and your money - with the zeal of someone who knows you and cares about your future.

Forbes has recognized Adam and his former team Ossewaarde, Anderson, Sanborn and Peterson as a 2023 & 2024 Best-In-State Wealth Management Teams1 which is a great honor. As for professional credentials, Adam is a CERTIFIED FINANCIAL PLANNER® professional, earning his certification in 2012. To earn his CFP® certification, Adam completed extensive training and experience requirements, and is held to rigorous ethical standards. He has also been a Wells Fargo Advisors Platinum Council Financial Advisor from 2012 - 20242.  He is also designated as a Senior PIM® Portfolio Manager3 and holds the Certified Portfolio Manager™ (CPM®) designation from the Academy of Certified Portfolio Managers, ACPM.

Adam enjoys spending time with his family and is active with his children’s sports teams. Adam is an avid/competitive golfer and played on the golf team at the University of Michigan, where he received a Bachelor of Arts Degree in Psychology. He was inducted into the Portage Central High School Athletic Hall of Fame for golf & hockey - making him Anderson Sanborn & Peterson Wealth Management Group’s very own version of Happy Gilmore.

Adam is actively involved in the Greater Kalamazoo Golf Association & the Kalamazoo Optimist Hockey Association for youth Hockey.

1 2024 Forbes Best-in-State Wealth Management Teams Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23.  2023 Forbes Best-in-State Wealth Management Teams Awarded January 2023; (Source: Forbes.com) Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22.  Fee paid for use of marketing materials.  The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

2 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of financial advisors within Wells Fargo Advisors as measured by completion by completion of educational components, businessproduction based on the past year, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

 3 The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program if $50,000.

Jonathan M. Sanborn is a financial advisor with a profound appreciation of his Michigan roots.

Jon, along with the other team members of the former group Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors earned recognition by Forbes as a 2023 and 2024 Best-In-State Wealth Management Teams1, 2018 and 2019 Forbes Top Next-Gen Wealth Advisors² while also being named Wells Fargo Advisors Platinum Council from 2020-2021³. The current group members of the team is Anderson, Sanborn and Peterson. Jon is also designated as a PIM® Portfolio Manager⁴ and holds the Certified Portfolio Manager™ (CPM®) designation from the Academy of Certified Portfolio Managers, ACPM.

When you come to Jon for estate planning strategies, retirement planning, wealth transfer planning or insights for building wealth, he has a keen understanding of you - and a vast knowledge of financial options available to help address your goals.

Before becoming First Vice President – Investment Officer of Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors, Jon spent more than 10 years as a successful advisor at Edward Jones.  Jon was a graduate of the inaugural class of the Personal Financial Planning Program at Western Michigan University (WMU) acknowledged by the College for Financial Planning.

While away from work he is a volunteer with the National Ski Patrol, enjoys spending time with his family and watching his daughters play soccer, ride horses, and ski.

2024 Forbes Best-in-State Wealth Management Teams Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23.  2023 Forbes Best-in-State Wealth Management Teams Awarded January 2023. 1(Source: Forbes.com) Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22.  Fee paid for use of marketing materials.  The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

² 2019 Forbes Top Next-Gen Wealth Advisors Awarded June 2019.  Data compiled by SHOOK Research LLC based on the time period from 3/31/18-3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors Awarded July 2018. (Source: Forbes.com) Data compiled by SHOOK Research LLC based on the time period from 3/31/17-3/31/18.  Fee paid for use of marketing materials.  The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

³ The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism, Additional criteria, best practices and team structure, may also be used to determine recipients.

⁴ The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisor advisory disclosure document for a full description of our services. The minimum account size for this program if $50,000.

 

 

In 2008 Kimberly Peterson joined our former group name of Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors. A few years later she obtained her CERTIFIED FINANCIAL PLANNER® certification, joining a distinguished group of professionals as a vital resource to her clients.  In 2018 - 2021, Kimberly was named a Wells Fargo Platinum Council by Wells Fargo Advisors.¹  She is also designated as a PIM® Portfolio Manager²  and holds the Certified Portfolio Manager™ (CPM®) designation from the Academy of Certified Portfolio Managers, ACPM. Kim, along with the other team members of her former group name of Ossewaarde, Anderson, Sanborn & Peterson Wealth Management Group of Wells Fargo Advisors has been recognized by Forbes as a 2023 & 2024 Best-In-State Wealth Management Teams³ as well.

There are times when Kimberly believes her experience, training and temperament are so valuable. When she’s helping you plan for retirement, realign your finances after marriage/divorce, prepare for college expenses or create a long-term financial road map, she works tirelessly to be fully prepared to help guide you through life’s major changes.

Kimberly does it by bringing together all the pieces of your financial life — preparing for the big events by carefully focusing on the day-to-day issues first.  She has a deep understanding of the complexities of the changing financial climate, working hard to make informed, forward-thinking recommendations.

On a personal note, Kimberly, a Michigan native, has the distinction of being a member of the first women’s golf team at Western Michigan University, where she received her BBA in Finance. She is also on the Board of the Kalamazoo YWCA.

She enjoys playing golf, traveling, shoe shopping, and having fun with her children, family and friends.


¹The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

²The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

³2024 Forbes Best-in-State Wealth Management Teams Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23.  2023 Forbes Best-in-State Wealth Management Teams Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22. (Source: Forbes.com) Fee paid for use of marketing materials.  The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

For the last thirteen years, Stacey has been recognized by Wells Fargo Advisors as a Wells Fargo Advisors Platinum Council Client Associate1 from 2011 – 2020, demonstrating her exceptional level of professionalism, integrity and leadership.  Upon meeting Stacey, client’s quickly notice her remarkable attention to detail, politeness and efficiency in all aspects of her work.

With over three decades of experience in the financial services industry since 1990, Stacey managed operations from 1996 to 2006.  She holds FINRA 7, 63, 9 & 10 registrations Currently residing in Portage with her significant other, Mike.  Stacey is the proud mother of two grown sons, Spencer and Sam.

When she’s not serving client, Stacey enjoys golfing, snowmobiling, enjoying their cabin up north and spending time with her family and friends.

¹ The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Mai Elkantar is an experienced financial services professional with over a decade of experience leading institutions including Morgan Stanley, Neuberger Berman and RBC Wealth Management.  After building her career in New York City, Mai recently relocated to Kalamazoo, MI to be closer to family, bringing her wealth of expertise in client relationship management and strategic business.

Mai holds a Bachelor of Arts in Psychology from Brooklyn College of The City University of New York, complementing her technical expertise with a solid foundation in understanding client behavior and relationships.  She maintains FINRA Series 7, 63 and 66 registrations, demonstrating her comprehensive knowledge of securities industry regulation and practices.

Mai’s approach combines her technical expertise with a deep understanding of client’s needs, fostering long term relationships through exceptional client service.  She focuses on adoption of technology while maintaining a focus on personalized client service and team development.

Outside of her professional life, Mai has a passion for travel, discovering new cultures, cuisines, and destinations around the world. At home, she enjoys reading and baking where she shares her tasty treats with family and friends.