Build what's next with a plan you can stand on
You've worked hard to get where you are. Now it's about making smart decisions for what comes next...with guidance you can trust.
Whether you're thinking about retirement, reviewing your options, or just trying to make sense of what's next, you now have access to guidance right here at BlueOx.
Through Ignite Investment Services, we can connect you with someone who will help you think it through and build a plan that fits your life.
How we can help
- Build a plan for your future
- Understand your retirement options
- Make sense of a 401(k) or rollover
- Prepare for major life changes
- Move forward with confidence
It starts with a converation. No pressure, no expectations.
Meet the team who can help you move forward
Tim Bailey, CFP®, CPFA
Tim brings over 20 years of experience helping individuals and families move forward with confidence through thoughtful financial guidance and planning.
Known for his hands-on, lead-by-example approach, Tim has built and grown advisory programs across West Michigan by focusing on relationships first. He’s passionate about making financial planning approachable, especially for members who may feel unsure where to begin, and takes pride in helping people turn real-life challenges into meaningful progress.
Outside of work, Tim is a licensed pilot who’s spent time flying missions supporting local communities. He enjoys traveling, meeting new people, and spending time with his wife, Shannon, their two sons and two dogs.
Serving the Battle Creek, Albion, Coldwater, Portage, Wyoming, Allegan, Gobles and Fennville communities.
Schedule a conversation:
tim.bailey@lpl.com
800.648.8035 ext. 12900
Dimitri Hountalas
Dimitri works closely with members to understand their goals and build a plan that fits their life. With more than 18 years of experience, he’s known for making financial planning feel approachable and practical. He prides himself on delivering tailored, comprehensive financial solutions.
Serving the Sterling Heights and Jackson communities.
Schedule a conversation:
dimitri.hountalas@lpl.com
800.648.8035 ext. 12400
Check the background of these investment professionals on FINRA’s BrokerCheck.
What happens next?
- We start with a conversation. Simple and pressure-free
- We learn about your goals and what matters most
- If it makes sense, we help you build a plan
If you're interested in getting started, choose an advisor closeset to you and reach out to them via email or phone.
Stronger together...through Ignite
Through Ignite Credit Union, we're able to offer additional tools, resources, and financial guidance while continuing to show up as your strong financial partner.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA /SIPC). Insurance products are offered through LPL Financial and or its licensed affiliates. Ignite Credit Union and Ignite Investment Services, are not registered as a broker/dealers or investment advisor. Registered representatives of LPL offer products and services using Ignite Investment Services and may also be employees of Ignite Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ignite Credit Union or Ignite Investment Services. Securities and insurance offered through LPL or its affiliates are:
Ignite Credit Union, and its divisions, (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Go to main navigation