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Pairing Best in Class Service

With down-to-earth conversations.


What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today.

Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business.Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.


Jim Hamilton, CFP® Photo Jim Hamilton, CFP® Hover Photo
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Jim Hamilton, CFP®

President and Co-Founder


Jim Hamilton, CFP®

President and Co-Founder


jim@hamiltontjalsma.com


Jim has been servicing the public as a Registered Representative since 1993. He has a B.S. in Electrical Engineering from Wayne State University. He uses this discipline to help him apply a systematic and methodical approach to financial strategies for his clients. Jim is a firm believer that what is missing in the Financial Planning world is clarity and focus. That’s why he strives to see that his clients have a game plan going forward that will help them regain a sense of balance in their lives.

Jim is a CERTIFIED FINANCIAL PLANNER™ professional.

Jim enjoys spending time with his wife, Kim and two children, Trae and Jayden.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

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If you had a million dollars to spend, what would be the first three things you would buy?
I would buy a vacation house and embark on a year-long tour of Europe and Asia.

What’s the most likely place people could find you on a Saturday night?
At my sister and brother-in-law’s place with my wife, playing scrabble and enjoying a cold beer.

Which would you pick: Living on the beach or living near the mountains?
Live on the beach in the summer and near the mountains in the winter.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and perfect health.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Slow down — the faster you go, the more you miss out on.


Casey Tjalsma, CFP® Photo Casey Tjalsma, CFP® Hover Photo
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Casey Tjalsma, CFP®

Director of Financial Planning and Wealth Management and Co-Founder


Casey Tjalsma, CFP®,
Director of Financial Planning and Wealth Management and Co-Founder 



casey@hamiltontjalsma.com

 

Casey was with Voya Financial Advisors from November 2005 to August 2021 and has over 19 years of experience in the financial services industry. He has a Bachelor of Science in Business Administration, which he received from the University of Florida. He moved back to Grand Rapids in September 2005.

Casey’s background as a Compliance Advisor and Registered Principal for Raymond James Financial Services along with his experience as a Registered Representative with T. Rowe Price gives him a unique perspective on the Financial Services Industry. He is FINRA Series 6, 7, 63, 65 and 24.  His licenses are held though LPL Financial.  He also acquired his Certified Financial Planner® certification in 2012.

When Casey is not busy with work he enjoys cycling, playing tennis and soccer, and spending time with his wife, Va Nia, and their sons, Bayden and Cambel, and his dog Piper.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


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If you had a million dollars to spend, what would be the first thing you would buy?

I would fund my son's college educations.  Because as Benjamin Franklin said: "An investment in education pays the best interest"

What’s the most likely place people could find you on a Saturday night?

Spending quality time with my friends and family.

Which would you pick: Living on the beach or living near the mountains?

Living in the mountains.  My son's and I love to go snowboarding!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?

  1.   That my sons grow up to be happy, productive, and loved. 
  2.   That I actually start eating better and stick to it.
  3.   That I remain healthy and active well into my senior years.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?

Relax and enjoy the little things you have an amazing wife and two awesome sons that will change your life for ever.





Kim Hamilton, CRPC® Photo Kim Hamilton, CRPC® Hover Photo

Kim Hamilton, CRPC®

LPL Financial Advisor
Brooke Gibbard Photo
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Brooke Gibbard

Relationship Manager/Office Manager



Brooke Gibbard 
Relationship Manager/Office Manager


brooke@hamiltontjalsma.com


Brooke was formerly with Voya Financial from June 2013 until August of 2021 and has been in the Financial Services industry since 1998.  She started at a Credit Union in Traverse City, where she grew up and moved to Grand Rapids in 2001.  Brooke managed several Fifth Third offices prior to joining our team.  She has always enjoyed helping clients and taking the extra steps to make them feel comfortable in their financial situations.  Brooke's organization and personable skills have made her a great fit with assisting our clients. 

Brooke enjoys spending time with her family and is always on the go with her three children.   She considers baking to be her stress reliever and is always anxious to try a new recipe.

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If you had a million dollars to spend, what would be the first three things you would buy?
After paying off our house I would purchase a family lake house and make sure my kids were taken care of.

What’s the most likely place people could find you on a Saturday night?
In the summer, on the boat and in the winter doing a DYI project.  My husband and I are quite the Chip and Joanna, with a little added humor.

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?

1. My family and I would have ice cream with my grandpa who passed away before they were able to meet him.

2. To have a someone grocery shop for me all the time.

3. Create an extra weekend day.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?

Start saving now, the earlier the better!




Susan Hilgendorf Photo
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Susan Hilgendorf

Operations Associate

Susan Hilgendorf 
Operations Associate


Susan@hamiltontjalsma.com


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If you had a million dollars to spend, what would be the first three things you would buy?
I would be a green dress, but not a real green dress - that's cruel.

What’s the most likely place people could find you on a Saturday night?
Hanging at home or out with family and friends.

Which would you pick: Living on the beach or living near the mountains?
Could I choose both?

Imagine being approached by a genie who offers you three wishes. What might those wishes be?

1. That my son could know my father who passed away before he was born.

2. To instantly lose 20 lbs and to stay that weight (no tricks, genie).

3. That there would ways be enough of everything for everyone.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?

You grew up okay and you are happy.