
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, CRPS®, CPFA®
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

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

Isaiah Bleiler
Financial Planner

Andrea Command
Client Service Advisor

Elizabeth Valliere
Client Service Advisor

Olivia Kenrick
Financial Planner

Zach Terpstra
Financial Planner

Aaron Sygiel
Executive Assistant