Meet Our Team

A headshot photo of Michael Berkemeier

Michael Berkemeier, RFC
Managing Director, Founder

A headshot photo of Aaron Veldheer

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

A headshot photo of Mark Ghafari

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

A headshot photo of John Vande Guchte

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

A headshot photo of Bobbi-Jo Blanton

Bobbi Jo Blanton, MBA
Chief Operations Officer

A headshot photo of Connor McDevitt

Connor McDevitt, CRPS®, CPFA®
Director of Retirement Services

A headshot photo of Doug Kadison

Doug Kadison, CFP®, CEPA®
Senior Wealth Advisor

Tom Pantlind

Tom Pantlind, CFP®, SE- AWMA™, CRPC®
Senior Wealth Advisor

A headshot photo of Drew Boatright

Drew Boatright, CFP®, CAIA
Wealth Advisor

A headshot photo of Jacob Watson

Jacob Watson, CFP®
Wealth Advisor

A headshot photo of Meghan Vanderlugt

Meghan Vanderlugt, CPWA®
Senior Wealth Advisor

A headshot photo of Peter Ross

Peter Ross, CPA, CFP®
Wealth Advisor

Tania DeVries

Tania DeVries
Director of Family Relations

A headshot photo of Alex Timmer

Alex Timmer
Financial Planner

A headshot photo of Kathy Warren

Kathy Warren, CRSP®
Retirement Plan Specialist

A headshot photo of Heidi Meeuwenberg

Heidi Meeuwenberg
Client Service Advisor

A headshot photo of Kate Ford

Kate Ford, MBA, ChFC®
Operations Manager

Jamie Freeman

Jamie Freeman
Client Service Advisor

A headshot photo of James DeJaeger

James DeJaeger
Investment Analyst

A headshot photo of Isaiah Bleiler

Isaiah Bleiler
Financial Planner

A headshot photo of Andrea Command

Andrea Command, ChFC®
Client Service Advisor

A headshot photo of Elizabeth Valliere

Elizabeth Valliere
Client Service Advisor

A headshot photo of Olivia Kenrick

Olivia Kenrick
Financial Planner

Zach Terpstra
Financial Planner

A headshot of Andrew Balk

Andrew Balk
Financial Planner

A headshot of Micah Kinde

Micah Kinde
Client Service Advisor

Aaron Sygiel

Aaron Sygiel
Executive Assistant

Sam Doletzky

Sam Doletsky
Retirement Plan Associate

Liza Wilkes

Liza Wilkes
Client Service Advisor

Steven Lloyd

Steven Lloyd
Client Service Advisor

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