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
Director of Retirement Services

A headshot photo of Doug Kadison

Doug Kadison, CFP®, CEPA®
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®
Wealth Advisor

A headshot photo of Alex Timmer

Alex Timmer
Financial Planner

A headshot photo of Matthew McKenzie

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

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 Bykerk

Kate Ford, MBA
Operations Manager

A headshot photo of James DeJaeger

James DeJaeger
Investment Analyst

A headshot photo of Peter Ross

Peter Ross, CPA
Financial Planner

A headshot photo of Nathan Luke

Nathan Luke, CFP®
Financial Planner

A headshot photo of Isaiah Bleiler

Isaiah Bleiler
Financial Planner

A headshot photo of Andrea Command

Andrea Command
Client Service Advisor

A headshot photo of Elizabeth Valliere

Elizabeth Valliere
Client Service Advisor

A headshot photo of Nicolas Jaramillo Troya

Nicolas Jaramillo Troya
Client Service Advisor

A headshot photo of Carrie Froyd

Carrie Froyd
Executive Assistant

A headshot photo of Olivia Kenrick

Olivia Kenrick
Intern

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