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Thu, 18 Jul 2024 22:46:17 -0500
2018-11-07 Print

Advance Capital Management’s Grand Rapids Office Continues to Grow

Sean Egan, J.D., is the second new adviser to join the firm in the past two years


Grand Rapids, MI – Advance Capital Management, one of the nation’s top registered investment advisers (Financial Times), is pleased to announce union legal counsel Sean Egan, J.D., has joined its team of financial professionals serving West Michigan. The addition of Egan further demonstrates the firm’s commitment to hiring high-caliber talent to meet the financial needs of people living in key growth areas of its business.

Egan joins the firm as a financial adviser, helping families, individuals and institutions secure their financial futures with comprehensive financial planning and investment management solutions. Previously, he served as legal counsel to the International Brotherhood of Electrical Workers (IBEW) Local Union 876 and was the principal elected officer of IBEW Local 275. He is a graduate of Thomas M. Cooley Law School with a Juris Doctor.

“We’ve served communities in West Michigan for many years and the demand for financial services in the region continues to grow,” said Joseph Theisen, chief executive officer of Advance Capital Management. “Sean brings a unique and important skill set to support people with widely different financial challenges.”

Egan is the second new financial adviser to join Advance Capital Management’s Grand Rapids office in the past two years.

“I am extremely excited about this opportunity,” said Egan. “Advance Capital Management puts its resources to work to ensure that both its advisers and clients have the best technology, research, education and other tools to move in the right direction.”

He believes that coming from a union environment and working closely with union workers has greatly prepared him for his role as financial adviser.

“Being part of the IBEW has given me valuable experiences in all aspects of life and an understanding of the financial challenges clients face,” Egan said. “During my time as Business Manager of IBEW Local 275, I was also trustee for a multi-employer pension and health funds. I learned the value of trusted investment and financial planning services and why they are critical to the success of institutions and individuals.

About Advance Capital Management: For more than 30 years, Advance Capital Management has helped thousands of people realize their hopes and dreams by providing personalized financial planning and investment management services. Advance Capital Management has $2.6 billion in assets under management and over 5,000 investment advisory clients. The firm was named one of the Top Area Wealth Management Firms by the Grand Rapids Business Journal, a Top 300 RIA by the Financial Times, and a 2018 Top Fee-Only RIA by InvestmentNews.

Investment advisory services are provided by Advance Capital Management, Inc. Fees and expenses apply to an ongoing investment, and over time will reduce the return of the investment. Investments are not insured, and may lose money. Client should be prepared to bear the risks associated with investing.

Contact Info
Advance Capital Management
1 Towne Sq

Phone: 8003454783