Professional Profile
Ann Arbor office
John Nixon III
Wealth Advisor
734.887.3310
john.nixon@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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John graduated from the University of Michigan in 1979. He has been involved in
the financial services industry for over 25 years in a variety of capacities. Community
involvement, including service on many not-for-profit boards, has always been a
priority for John. He is married and has two children.
Kate Slocum
Wealth Advisor
734.887.3320
kate.slocum@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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Kate joined Michigan Commerce Bank in 1998 and has been working the financial services
industry since 1994. She graduated Cum Laude from Loyola University in Chicago with
a Bachelor in Business Administration. She is married and has one child.
Mark N. Foster
Wealth Advisor
734.887.3315
mark.foster@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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Mark grew up in Ann Arbor and has worked in the financial services industry since
graduating from Albion College in 1989. He received his MBA from Eastern Michigan
University and has a strong commitment to our community. He is married and has two
sons.
Grand Haven office
Jill Vanderzel
Investment Executive
jill.vanderzel@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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Jill Vanderzel has been with Capitol Wealth Advisors since 2006 and has lived in
the Holland area for over 20 years. She holds FINRA registrations 7 and 63 as well
as other life, health and variable insurance licenses.
Before joining Capitol Wealth Advisors, Jill previously worked with Edward Jones
Financial for 7 years. Additionally, she has 10 years of banking experience prior
to Edward Jones. Her approach to clients is overall wealth management to help them
plan for their future by managing risk, income needs and both short and long-term
goals. She has been married since 1979 and has three children along with five grandchildren.
Holland office
Jill Vanderzel
Investment Executive
jill.vanderzel@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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Jill Vanderzel has been with Capitol Wealth Advisors since 2006 and has lived in
the Holland area for over 20 years. She holds FINRA registrations 7 and 63 as well
as other life, health and variable insurance licenses.
Before joining Capitol Wealth Advisors, Jill previously worked with Edward Jones
Financial for 7 years. Additionally, she has 10 years of banking experience prior
to Edward Jones. Her approach to clients is overall wealth management to help them
plan for their future by managing risk, income needs and both short and long-term
goals. She has been married since 1979 and has three children along with five grandchildren.
Kentwood office
Jill Vanderzel
Investment Executive
jill.vanderzel@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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Jill Vanderzel has been with Capitol Wealth Advisors since 2006 and has lived in
the Holland area for over 20 years. She holds FINRA registrations 7 and 63 as well
as other life, health and variable insurance licenses.
Before joining Capitol Wealth Advisors, Jill previously worked with Edward Jones
Financial for 7 years. Additionally, she has 10 years of banking experience prior
to Edward Jones. Her approach to clients is overall wealth management to help them
plan for their future by managing risk, income needs and both short and long-term
goals. She has been married since 1979 and has three children along with five grandchildren.
Muskegon office
Jill Vanderzel
Investment Executive
jill.vanderzel@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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Jill Vanderzel has been with Capitol Wealth Advisors since 2006 and has lived in
the Holland area for over 20 years. She holds FINRA registrations 7 and 63 as well
as other life, health and variable insurance licenses.
Before joining Capitol Wealth Advisors, Jill previously worked with Edward Jones
Financial for 7 years. Additionally, she has 10 years of banking experience prior
to Edward Jones. Her approach to clients is overall wealth management to help them
plan for their future by managing risk, income needs and both short and long-term
goals. She has been married since 1979 and has three children along with five grandchildren.
Portage office
James Burkett
Investment Executive
269.488.5284
james.burkett@cw-advisors.comPlease do not send personal or other confidential information (e.g. account numbers, social security numbers, etc.) through this unsecured form.
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James is a 35 year resident of the Kalamazoo/Portage area. As a former chef and
restaurant owner he volunteers his cooking skills in support of many charitable
and non-profit organizations in the community. James holds a BA from Kalamazoo College
and has worked in the financial services arena for over 15 years. His experience
has revolved around retirement income and asset management through the use of mutual
funds, stocks & bonds as well as annuities and insurance products.
As a husband and father of two university students James anticipates working in
the financial services industry for a good many more years.
Cetera Investment Services LLC is an independent, registered broker/dealer and
registered investment advisor. Member
FINRAThese links are provided as a convenience to you. These links are controlled by third parties and Michigan Commerce Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk.
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Securities and insurance products offered by Cetera Investment Services LLC:
* Not FDIC insured * May go down in value * not financial institution guaranteed
* Not a deposit * not insured by any federal government agency. Advisory services
may only be offered by Investment Adviser Representatives in connection with an
appropriate Cetera Investment Services LLC Advisory Services Agreement and disclosure brochure as provided.
View Cetera Investment Services LLC
privacy policyThese links are provided as a convenience to you. These links are controlled by third parties and Michigan Commerce Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk.
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and other
important informationThese links are provided as a convenience to you. These links are controlled by third parties and Michigan Commerce Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk.
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Investment Executives are registered to conduct securities business and licensed
to conduct insurance business in limited states. Response to, or contact with residents
of other states will only be made upon compliance with applicable licensing and
registration requirements. The information in this website is for U.S. residents
only and does not constitute an offer to sell, or a solicitation of an offer to
purchase brokerage services to persons outside of the United States.
* For a comprehensive review of your personal situation, consult your Tax Advisor.
Neither Cetera Investment Services LLC, nor any of its representatives, may give tax advice.
Mutual funds, variable annuities and UITs are sold by prospectus. Investors
should carefully consider the funds investment objectives, risks, charges and expenses
before investing. The prospectus contains this and other information about the investment
company. A prospectus is available from an Investment Executive. Please read the
prospectus carefully before investing.