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
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
Matthew McKenzie, CLU®, ChFC®
Insurance Specialist, President of Thomas Brady & Associates
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
Nathan Luke, CFP®
Financial Planner
Isaiah Bleiler
Financial Planner
Andrea Command
Client Service Advisor
Elizabeth Valliere
Client Service Advisor
Nicolas Jaramillo Troya
Client Service Advisor
Carrie Froyd
Executive Assistant
Olivia Kenrick
Intern