Michael Berkemeier, RFC
Managing Director, Founder
Aaron Veldheer, JD, MBA
Managing Director
Mark Ghafari, MBA, CPWA®
Partner
John Vande Guchte, MST, CPA
Partner
Bobbi Jo Blanton, MBA
Chief Operations Officer
Greg Bosch, CFA, CAIA
Chief Investment 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
Financial Planner
Kathy Warren, CRSP®
Retirement Plan Specialist
Heidi Meeuwenberg
Client Service Advisor
Kate Ford, MBA, ChFC®
Operations Manager
Jamie Freeman
Client Service Advisor
James DeJaeger
Investment Analyst
Isaiah Bleiler
Financial Planner
Andrea Command, ChFC®
Client Service Advisor
Elizabeth Valliere
Client Service Advisor
Olivia Kenrick
Financial Planner
Zach Terpstra
Financial Planner
Andrew Balk
Financial Planner
Micah Kinde
Client Service Advisor
Aaron Sygiel
Executive Assistant
Sam Doletzky, CRSP®
Retirement Plan Associate
Liza Wilkes
Client Service Advisor
Steven Lloyd
Client Service Advisor