John Vande Guchte, MST, CPA
Partner
Greg Bosch, CFA, CAIA
Chief Investment Officer
Tom Pantlind, CFP®, SE- AWMA™, CRPC®
Senior Wealth Advisor
Meghan Vanderlugt, CPWA®
Senior Wealth Advisor
Connor McDevitt, CRPS®, CPFA®
Director of Retirement Services
Jamie Freeman
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®
Manager of Retirement Services
Liza Wilkes
Client Service Advisor
Steven Lloyd
Client Service Advisor