Portage, MI

269-324-0080

Gasaway Investment Advisors, Inc. | Advisory | Portage

"Helping you navigate your financial course"

Smiling men

Your individual source for investment management

Learn more about our advisory firm, family owned

since 1990

An investment philosophy you can depend on

Our family-owned financial planning and investment advisory firm has served individuals and businesses since 1990. Our team of experienced professionals is committed to understanding you and your company's goals, and tailoring a plan to help you achieve those goals. Get the peace of mind that can only come from professional support.

 

As an independent firm, you and your employees will have access to everything you need with only a single phone call. Whatever questions you may have, our professional staff is exceptional at providing the personal service and qualified answers.

 

We administer plans and handle all investments. Additionally, every participant has 24-hour access to account information and can initiate investment transactions via both, our interactive website and interactive telephone systems.

Quality Investments, Consistently Monitored

Our investment philosophy is to use investment options that meet our stringent screening criteria and invest for the long term. We serve your needs without an obligation to sell the preferred products of fund, brokerage, or investment companies. Your financial interests are served by our independent evaluation of full range of mutual funds exchange-traded funds (ETFs) and fixed income options.

 

After an investment menu is selected, we regularly monitor each investment option. If we feel changes that we see should be made, we make a recommendation to the plan's investment committee for approval and then communicate the changes to participants.

Get an investment manager and partner, not a salesperson. We are committed to helping you achieve your financial goals.

 

Give our office a call today to schedule an appointment with our dedicated team.

269-324-0080

Full service retirement plan administration

The retirement plan services team at Gasaway Investment Advisors, Inc. provides full service administration for definite contribution retirement plans, tailoring each plan to fit the needs of small and mid-sized companies. We strive to provide the services in an accurate and timely manner and at a reasonable cost.

Meet our advisors

In 1990, Ed founded Gasaway Investment Advisors, Inc. with his son Jim and the dream of helping people in the Kalamazoo area. His primary role is leading the investment area. After serving as an office in the United States Army in Vietnam, Ed’s education led him into a career in the finance business that has spanned over 40 years.

 

Education

  • Masters of Business Administration – Western Michigan University

 

Community Involvement

  • Founding Board Member - Julius and Esther Stulberg International Strings Competition

  • Former Board Member - Kalamazoo Junior Symphony (Past President)

C. Edward (Ed) Gasaway, MBA

Jim is the President of the firm. He grew up in the financial planning business and has a number of designations that give him a unique knowledge of retirement plans and financial planning. He specializes in helping small and medium sized businesses implement, monitor, and administer their retirement plans.

 

Education

  • Bachelors of Business Administration – Accounting, Calvin College

 

Certifications

  • CFP® - CERTIFIED FINANCIAL PLANNER Professional

  • CLU® - Charted Life Underwriter

  • ChFC® - Charted Financial Consultant

  • QPA – Qualified Pension Administrator

  • QKA – Qualified 401(k) Plan Administrator

  • AIF® - Accredited Investment Fiduciary

  • ERPA – Enrolled Retirement Plan Agent with the Internal Revenue Service

 

Professional Memberships

  • Society of Financial Service Professionals

  • ASPPA – American Society of Pension Professionals & Actuaries

 

Community Involvement

  • Board Member - Kalamazoo Christian School Association (Current Vice-President)

  • Board Member - SW MI Society of Financial Service Professionals (Current Chapter President)

  • Former Board Member - Third Christian Reformed Church (Deacon of Finance / Treasurer)

  • Former Board Member - Society of Financial Service Professionals (National Board Member)

  • Former Board Member - Portage A.M. Rotary Club (Past President)

James (Jim) E. Gasaway, CFP®, CLU ®, ChFC®, QPA, QKA, AIF®, ERPA

Meet our staff

Carla joined Gasaway Investment Advisors, Inc. in 1999. She is the Office Manager and Firm Administrator. She has 25+ years of experience as an office manager with 17 years in finance.

 

Education

  • Associate of Applied Science – Legal Science, Kalamazoo Valley Community College

 

Professional Memberships

  • KHRMA – Kalamazoo Human Resources Management Association

 

Community Involvement

  • Served 5 years on a board for her condominium association

Carla Powers

Bernie has been in the investment advisory business for over 38 years, most of that time in the Ann Arbor area. He joined Gasaway Investment Advisors in 2012 with the goal of expanding the firm’s geographic reach into Southwest Michigan.

 

Education

  • Bachelors of Business Administration – Finance, University of Michigan

 

Community Involvement

  • Adjunct professor teaching financial markets and commercial banking at Eastern Michigan University

Bernard (Bernie) Bedell

Trent joined Gasaway Investment Advisors, Inc. in 2016. His passion for finance and serving people at a young age led him to purse a degree in financial planning. He specializes in helping individuals and families define and meet there retirement goals through financial planning.

 

Education

  • Bachelors of Business Administration – Financial Planning, Insurance and Risk Management, Magna Cum Laude, Olivet College

 

Professional Memberships

  • Society of Financial Service Professionals

Trent Strang

Katie has worked at Gasaway Investment Advisors, Inc. since 2003. She leads the retirement plan administration of the firm, which handles the daily recordkeeping and administration of qualified retirement plans.

 

Education

  • Bachelors of Business Administration – Accounting, Summa Cum Laude, Western Michigan University

 

Certifications

  • QPA – Qualified Pension Administrator

  • QKA – Qualified 401(k) Plan Administrator  

  • ERPA – Enrolled Retirement Plan Agent with the Internal Revenue Service

 

Professional Memberships

  • ASPPA – American Society of Pension Professionals & Actuaries

Katie Berghuis, QPA, QKA, ERPA

Sharon joined Gasaway Investment Advisors, Inc. in 2014 as a Client Service Representative.

 

Education

  • Bachelors of Science - Elementary Education, Western Michigan University

  • Master of Arts - Early Childhood Education, Western Michigan University

 

Community Involvement

  • Member of Centerpoint Church – 20 years

  • Served in teaching Sunday school and Bible Studies

Sharon Brooks

Julia joined Gasaway Investment Advisors, Inc. in 2014 and is a retirement plan service representative.

 

Education

  • Working towards Bachelor of Business Administration – Accounting, Kalamazoo Valley Community College / Western Michigan University

Julia Munson

Gena joined Gasaway Investment Advisors, Inc. in 2015 and is a Client Service Representative. She has 17+ years in finance and customer service.

 

Education

  • Southwest Michigan College

Gena Hovious