Jonathan Dekker
Jonathan Dekker
Financial Advisor
(989) 249-8215
BAY CITY, MI 48708
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1309 N. Lincoln Street
Bay City, MI 48708
By Appointment Only
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of United Bay Community Credit Union and United Financial Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education:  I have a bachelor of arts from Calvin College, a masters in education from Aquinas College, and a masters in educational administration/leadership from the University of Cincinnati. 

Personal:  My wife, Denise, and I have been married for over 29 years.  We have two daughters, Jordan, 19 and Alyssa, 15.  We grew up in Wyoming, MI, a suburb of Grand Rapids and have lived in the Tri-City area for the past 17 years.  We are members of Midland Reformed Church in Midland.  We enjoy movies, family gatherings, and outdoor summer activities like being at a beach and cookouts.     

Professional Services
  • Comprehensive Financial Guidance
  • Investment Management
  • Retirement Income Planning
  • Long Term Care Insurance
  • Charitable Giving Strategies
  • Wealth Preservation
  • Insurance Planning
  • Education Funding
  • Tax-advantaged Investment Planning