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About Us

We are your advocates, holding your interests above our own.

CWS Financial Advisors has roots that date back to 1983 when Jerry Cross opened the Kalamazoo office for A.G. Edwards, a national broker/dealer firm. In 2018, our firm transitioned to become an independent registered investment advisor. CWS is fortunate to have many clients who have grown with us over the evolution of our firm. While our name may have changed over the years, we have never lost focus on our mission to provide financial services of value to clients and to always act in their best interest.

Joe Splendorio, CIMA®

Principal

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Lindsey Splendorio, CFP®

Principal

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Cory Wietfeldt, CFP®

Principal/CCO

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Cheryl Bowman

Senior Client Associate

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Deborah Nelson

Senior Client Associate

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Kandi Free

Senior Client Associate

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