RWS Financial Group Welcomes Jonathan LaCroix of LaCroix Financial Services to Our Growing Family!
We are excited to accept an advisor of Jon’s caliber into our growing family. Jon and his family have a long history of honesty and integrity in financial advising, making him the perfect fit for RWS’s expansion. Jon will be the first advisor in RWS Financial Group’s brand new Grand Rapids office, serving the region with the same customer focus RWS clients know and love.
Jonathan D. LaCroix
Jonathan D. LaCroix graduated from Michigan State University with a degree in Marketing. Jon joined LaCroix Financial Services after spending several years in the sales field. 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 provide the ultimate in services to our clients.
Jon specializes in providing financial knowledge, products and solutions for individuals and businesses. He serves as his clients advocate and assist them in the design and implementation of financial strategies, while providing the products to maximize your wealth. His passion is to give clients maximum control of their financial future.
Jon is married to Suzanna LaCroix. They live in Kentwood, Michigan. Jon is on the West Michigan Spartans board. The West Michigan Spartans are the largest alumni club for Michigan State University. He serves on the board’s Executive Committee as the VP of Club Events. Jon has volunteered for the Grand Rapids Gilda’s Club LaughFest festival since it’s inception. He also enjoys traveling and reading books.
A Word From Jon: Why Join RWS Advisors?
As most of you know, my father, Gene (Pictured with me above), retired a little over two years ago due to a health diagnosis. During the transition, we appreciated the kind words and love shown to us from friends, family, and clients alike. As LaCroix Financial Services continued to grow, there were a number of excellent benefits for me and my clients to join a large, reputable company with like minded values such as RWS Financial Group. I thought I would share some of the key reasons we are excited to partner.
- Large Support Staff: to assist with account services, answer calls, complete plans, review cases and more.
- Technology: to improve experience and capabilities.
- Shared Values and Vision: the Scarsella’s believe in family values and their family lives it everyday at RWS.
- Existing Relationship with RWS: Rocco Scarsella of RWS Financial Group has been my OSJ since 2012.
- Increased Resources: joining a larger group adds resources and protections.
As you can see, the benefits are numerous which will improve experiences for our clients as well! Thank you for believing in me, and I look forward to serving you as an RWS Advisor!
– Jon LaCroix