About Us

 

Joe is an investment adviser representative for Eagle Strategies LLC., a Registered Investment Adviser. Joe is a Registered Representative for NYLIFE Securities LLC a member of the Chairman's Council, New York LIfe Insurance Company; Qualifying and Life member of the Million Dollar Round Table and Top of Table; Member of NAIFA; Past President and member of the West Michigan Estate Planning Council; Member of the Society of Financial Services Professionals; and a Charter member, Professional Achievement in Continuing Education, Society of Financial Services Professionals.

Joe has served on various charitable boards across the State of Michigan.  He is a former board member of Lutheran Child and Family Services, the President's Endowment Advisory Board of the Michigan District of the Lutheran Church, and he is a member of the Michigan Federation of Children and Families.  Joe is currently an elder at Remedy Church in Kentwood, MI.  Joe is a member of the Anthony Wayne Society at Wayne State University where he and his wife Ruth endowed a scholarship in the Music Department.  Joe was awarded the Distinguished Service Award from the National Association of Insurance and Financial Associates-Grand Rapids in 2008


G. Joseph Pasman, Jr. has been in the estate and financial planning business for more than 39 years.  He takes his profession seriously which is evidenced by the many professional designations that he holds. Joe is a CFP®, a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®), AEP®, Chartered Adviser for Senior Living (CASL®), a Chartered Adviser in Philanthropy (CAP®) and has a Masters of Science degree in financial services (MSFS).

Joe also sings with the Grand Rapids Symphony Chorus and holds a commercial pilots certificate.  He is a member of the Downtown Grand Rapids Rotary.  


Successor Agent

Michael J. Michalak has been in the insurance and financial planning business since 2000.  Over the past 13 years, he has built a successful business by providing sound financial advice.  Michael assists Joe in providing this same sound financial advice to clients as Joe's successor agent and his experience will ensure a seamless transition.


Michael is an investment adviser with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC.  He is a qualifying member of the Million Dollar Round Table and is currently serving as President-Elect of the West Michigan Association of Insurance and Financial Advisors.  In addition to having a Bachelor of Business degree, Michael holds the designations of LUTCF and LTCP, and he continues his ongoing professional education through The American College.


Michael works with various charitable organizations and is active in his church, community and the outdoors.  He enjoys spending a great deal of time with his wife, Tasha and their three children, Brooklyn, Molly, and Brady.  
 

 

 

 

 

PASMAN GSC STAFF


 The staff members act as advocates for our clients. Their role is to coordinate the responses to our requests, manage the planning timetable, and proactively represent our clients' needs.  Our professional resources include The Nautilus Group®, a service of New York Life Insurance Company based in Dallas, Texas which reviews and helps to guide the advanced planning process.  This group consists of estate planning attorneys and accountants who work with our organization and coordinate with your local advisors to provide the best solutions possible.

The Pasman GSC Staff has been cited for outstanding service by members of the financial planning community. 

*Neither the staff nor the members of The Nautilus Group may offer legal, tax, or accounting advice.  Our role is to educate and motivate clients and their advisors in addressing critical planning issues.

Please use the contact us button to e-mail us. 

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