
Jonathan LaCroix
Financial Planner
Jonathan D. LaCroix graduated from Michigan State University with a degree in Marketing. Jon has a Series 7, Series 66, and an insurance license, which allows him to do business in securities and life insurance as well as being an investment advisor representative. Jon always expects top-notch service from those he does business with, so in turn is committed to providing the ultimate in service to our clients.
Jon specializes in providing financial knowledge, products, and solutions for individuals and businesses. He serves as his clients’ advocate and assists them in designing and implementing financial strategies, while providing the products to maximize their wealth. His passion is to give clients maximum control of their financial future.
Jon is married to Suzanna LaCroix, and they have a daughter named Harper. Cody, their Shih Tzu dog, is the true ruler of their household! They live in Wyoming, Michigan. Jon was on the West Michigan Spartans board. He served on the board’s Executive Committee as the VP of Club Events. Jon has also volunteered for the Grand Rapids Gilda’s Club Laugh Fest for the first six years of the festival. He also enjoys traveling and cheering on his Michigan State Spartans.