Retirement Planning Specialist

My name is Jeff West. I would like to welcome you to my website. I joined the organization in 1994 as a financial professional, after a two-year internship program following college. In January of 1998 I was promoted to Divisional Vice President (District Manager) of the Okemos, Michigan office and continued in that role until June of 2003. I am dedicated to helping individuals and businesses build their financial futures. My business focuses on retirement funding and financial strategies both for individuals and small businesses. I am also  licensed to work with athletes and helping them with their disability income insurance, life insurance and investment needs. Being involved in the community is very important to me.

My community activities include:

Williamston Community Schools Board of Education Trustee, Sparrow Foundation (Coaches 4 Kids), Michigan State University and its Foundation, Western Michigan University Gary Fund, Okemos Presbyterian Church, Okemos Education Foundation, Williamston Education Foundation, Williamston Youth Basketball League, Williamston Basketball Booster and Michigan Equine Scholarship Fund.

I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

My wife and I live in Williamston, Michigan with our two daughters.


Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.