Meet Our Team : Connected Financial Strategies | Grand Rapids, MI | Okemos, MI

Meet Our Team

Photo of Jordan Alvarez

Jordan Alvarez

Financial Advisor

Jordan Alvarez has been in the financial service business since 2016 when he started as an agent with New York Life Insurance Company. Prior to becoming an agent, Jordan earned his Bachelor of Science degree in Biomedical Science from Grand Valley State University.

Jordan and his business partner, Matthew Peisert, created Connected Financial Strategies in 2021.

Jordan is a qualifying member (’19, ’20, ’21) of the Million Dollar Round Table* (MDRT) which represents the top 5% of the world’s leading life insurance and financial services professionals from more than 500 companies and 70 nations.

Jordan has worked hard to develop a reputation for outstanding client service and has built a practice working with families and business owners all throughout West Michigan.

Jordan lives in Grand Rapids with his wife Laura. After office hours, Jordan can be found coaching the Jenison High School wrestling team or volunteering with the youth group at Daybreak Church. In addition to being a passionate coach and mentor, he is also an avid outdoorsman, spending most of his free time in the woods hunting and fishing.

Photo of Matt Peisert

Matt Peisert

Financial Professional

Matt has been in the financial services business since 2018 and with Jordan, created Connected Financial Strategies in 2021.  He is a qualifying member (2021) of The Million Dollar Round Table* (MDRT), which represents the top 5% of the financial services industry worldwide, and its members must adhere to a strict code of ethics.

Matt graduated from Grand Valley State University and went on to a career as a District Manager for retail stores for 5 years, as well as running guided fly-fishing trips prior to starting his Financial Services Practice.

Matt and his wife Megan have two sons, Dawson and Weston, and currently reside in Haslett, MI. Matt and Megan still are members and attend Perry Church of the Nazarene where they met in 2003. Matt is an Ambassador for the Shiawassee Regional Chamber of Commerce, as well as the chair of the Shiawassee Connections Group. He is an avid outdoorsman and enjoys traveling with the family, hunting, fishing, and going to the family cabin in Kalkaska.

Photo of Abbi Bosma

Abbi Bosma

Abbi graduated with her MBA from the University of Bucharest and has been with Connected Financial Strategies since before its official launch. She works hard to keep CFS organized, accessible, and grounded while remaining available to help with any client needs - keeping us directed towards our mission.

In her free time, Abbi enjoys many activities such as playing her ukulele and guitar, sewing and quilting, experimenting with cooking and baking, exercising, spending her time with her friends and family, and traveling the world.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial