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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

Lindsey Splendorio, CFP®

Principal

Cory Wietfeldt, CFP®

Principal/CCO

Christine Batts

Christine Batts

Chief Operating Officer

Cheryl Bowman

Senior Client Associate

Brooke Green

Business Manager

Steffanie Pelaez

Senior Client Associate

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Kendra Logan

Senior Client Associate

Will Roberts, CFP®

Financial Advisor

Regina Spence, CRPC®

Financial Advisor

Savannah Stuart

Client Associate