Rush Creek Advisors - Ameriprise Financial Services, LLC - Byron Center, Michigan

Luke

Brandon Tramper has been great to work with over the past few years through job changes, grad school, buying a house and more. He’s been super attentive to our unique situation/needs when helping us keep our finances in line and plan for the future. We’ve never felt like he’s trying to sell us a service or policy we don’t need—he’s very receptive to what’s in our best interest. He listens to the goals we want to set and helps us create a plan and visualize how they will become reality. His advice and expertise has been invaluable when helping us plan expenses, both expected and some unexpected, along with getting us set up for a comfortable future ahead.

Laura K.

Jake Willis has been a great partner to us as a family. He knows where we’re at, understands what we desire, and puts solutions in place to help us achieve those goals. He’s selfless in how he conducts his business, and makes you feel like you’re as important as you could be when you’re talking with him. The best thing about the partnership is the peace of mind he leaves you with after meeting. His knowledge and perspective and experience are invaluable to us.

Clark M.

We started working with Jake Willis and Ameriprise in August of 2017. Over the past 3+ years Jake has provided not only great financial advice but also friendship with a wonderful understanding of our personal financial situation. He custom tailored our plan to provide leeway for other investments while always keeping our retirement goals in view. I believe Jake has the best interests of every client he works with in mind when developing a financial plan. I strongly recommend Jake Willis and Rush Creek Advisors for the best financial service assistance!

David M.

Several years ago my wife and I decided that we needed to do something about our debt. More than that, we wanted a clear plan going forward as I was about 5 years from retirement. The CFO of the company I worked for recommended Jake Willis. (I should say at this point, that he was a very hard man to please). And because he was a CFO, he had much more knowledge of finance than did I. But he was also smart enough to know that he needed “professional help”.

After the first appointment, both my wife and I were impressed. Not just at Jake’s understanding of our issues; but we really felt like he was becoming a family member with his eye on goals that we developed and understood, and a path forward to achieving them.

Now, several years later, I am set to retire this summer. I know where we are financially and what our budget and income steam will look like. Jake is the reason. We would not be here without his expertise.

You have a choice in life: to proceed in an organized, thoughtful manner, or to go forward with no plan or understanding of what the future may hold.

In addition, there may be financial advantages you do not know about that can help your unique situation.

I cannot recommend any one better than Jake Willis. Do yourself a favor....call him.

Jill A.

We have been with Jake Willis for many years. He is very knowledgeable and always has our best interest in mind. He communicates well, is happy to answer all our questions, and is proactive concerning our investments. I highly recommend Rush Creek Advisors for all you financial needs!

Kurt D.

Since 2015 my wife and I have had the pleasure of working with Jake and consider him to be one of the most knowledgeable, trustworthy and honest people we know. Jake has guided us not only in our investments, but goes the extra mile to explain tax strategies, budget strategies, insurance, and overall life planning. I highly recommend Jake. In addition we have had the opportunity to get to know Kyle and the rest of the Willis/Trevino Team...they are top notch!

Nathan V.

My wife and I have worked with Jake Willis for about 6 months, and it has been a great experience! Jake has a wealth of knowledgeable and experience in the field of comprehensive Financial Planning, Investing, and tax strategies, and has been able to make recommendations that position us much better both now and for the future. Jake is also well networked within the local market with top professionals in all areas of Finance, and can make solid recommendations to those people for whatever we need.

The Financial Planning process was something we would recommend to anyone. We have found that having a visual representation of where we are today, our long term goals, and having a very specific plan around how to hit those goals is very helpful.

We would recommend Jake and his team to anyone, young and old, who are looking to better their financial situation!

Brown D.

My wife and I would like to highly recommend Jake and the rest of the Willis and Trevino team. Jake is our personal advisor, and he has consistently gone over and above in not only answering our many questions but providing us with his extensive knowledge and insight into the vast and complex world of personal finance, retirement, estate planning, insurance, taxes, etc. I think this realm would be extremely difficult to manage successfully without the assistance of a competent advisor like Jake— and this is coming from someone who has a graduate degree in business/finance. Do yourself and your future retirement years a favor and schedule an appointment with Jake and the rest of the Willis and Trevino team, and I’m confident you will be as impressed as my wife and I.