
Michael Berkemeier, RFC
Managing Director, Founder

Aaron Veldheer, JD, MBA
Managing Director, Chief Investment Officer

Mark Ghafari, MBA, CPWA®
Director, Senior Wealth Advisor

John Vande Guchte, MST, CPA
Director, Senior Wealth Advisor

Bobbi Jo Blanton, MBA
Chief Operations Officer

Connor McDevitt
Director of Retirement Services

Doug Kadison, CFP®, CEPA®
Senior Wealth Advisor

Drew Boatright, CFP®, CAIA
Wealth Advisor

Jacob Watson, CFP®
Wealth Advisor

Meghan Vanderlugt, CPWA®
Wealth Advisor

Alex Timmer
Financial Planner

Matthew McKenzie, CLU®, ChFC®
Insurance Specialist, President of Thomas Brady & Associates

Kathy Warren, CRSP®
Retirement Plan Specialist

Heidi Meeuwenberg
Client Service Advisor

Kate Ford, MBA
Operations Manager

James DeJaeger
Investment Analyst

Peter Ross, CPA
Financial Planner

Nathan Luke, CFP®
Financial Planner

Isaiah Bleiler
Financial Planner

Andrea Command
Client Service Advisor

Elizabeth Valliere
Client Service Advisor

Nicolas Jaramillo Troya
Client Service Advisor

Carrie Froyd
Executive Assistant

Olivia Kenrick
Intern