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