Jennifer May,
CFP® VP, IB Wealth Management Sr. Investment Executive, RJFSWith 25 years of experience in the financial services industry, Jennifer is dedicated to helping individuals and families build confidence in their financial future. She provides investment and wealth management services to Independent Bank clients throughout Kent, Muskegon, and Newaygo counties, developing personalized strategies designed to help clients achieve their unique financial goals.
Jennifer began her career as an Investment Executive in 2001 earning her series 7, and 63 securities licenses, along with her Life and Health insurance licenses. In 2010, she earned the Certified Financial Planner®, reflecting her commitment to providing comprehensive, client-centered financial planning.
As a CFP® professional, Jennifer takes a holistic approach to financial planning, helping clients navigate every stage of life. She specializes in helping clients transition from wealth accumulation to retirement, with an emphasis on tax-efficient income planning, investment management, and preserving wealth for future generations. Whether planning for retirement, managing investments, preparing for education expenses, addressing tax-efficient strategies, or protecting what matters most through insurance planning, she works closely with clients to create customized financial plans that evolve with their changing needs. Jennifer believes that lasting relationships are built on trust, thoughtful advice, and a genuine understanding of each client's goals.
A proud graduate of Michigan State University, Jennifer remains an enthusiastic Spartan fan. She lives in the Grand Rapids area with her family and enjoys spending time outside the office cooking, traveling, golfing, and taking her Goldendoodle, Louis, on long walks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.