Michael Berkemeier, RFC
Managing Director, Founder
Aaron Veldheer, JD, MBA
Managing Director
Mark Ghafari, MBA, CPWA®
Partner
John Vande Guchte, MST, CPA
Partner
Greg Bosch, CFA, CAIA
Chief Investment Officer
Stacy Spain
Chief Compliance Officer
Doug Kadison, CFP®, CEPA®
Senior Wealth Advisor
Tom Pantlind, CFP®, SE- AWMA™, CRPC®
Senior Wealth Advisor
Drew Boatright, CFP®, CAIA
Wealth Advisor
Jacob Watson, CFP®
Wealth Advisor
Meghan Vanderlugt, CPWA®
Senior Wealth Advisor
Peter Ross, CPA, CFP®
Wealth Advisor
Connor McDevitt, CRPS®, CPFA®
Director of Retirement Services
Alex Timmer
Director of Financial Planning
Marleigh Plachecki
Director of Finance and Human Resources
Heidi Meeuwenberg
Client Service Advisor
Jamie Freeman
Client Service Advisor
Isaiah Bleiler, CFP®
Financial Planner
Andrea Command, ChFC®
Client Service Advisor
Elizabeth Valliere
Client Service Advisor
Olivia Kenrick
Financial Planner
Zach Terpstra, CFA
Financial Planner
Andrew Balk
Financial Planner
Micah Kinde
Client Service Advisor
Aaron Sygiel
Executive Assistant
Sam Doletzky, CRSP®
Manager of Retirement Services
Liza Wilkes
Client Service Advisor
Steven Lloyd
Client Service Advisor
Sarah Sutliffe
Client Service Advisor