Meet the Team

Wealth can be complex. With the right team, it becomes clearer.

At Innovia Wealth, we’ve built a collaborative in-house team of professionals with diverse expertise who work together to help simplify complex wealth decisions and design strategies aligned with your circumstances. Our team includes advisors, attorneys, CPAs, and investment professionals who collaborate across disciplines as part of a coordinated approach to supporting your financial goals.

Michael Berkemeier, RFC, Managing Director, Founder

Aaron Veldheer, JD, MBA, Managing Director

Mark Ghafari, MBA, CPWA®, Partner

John Vande Guchte, MST, CPA, Partner

Doug Kadison, CFP®, Partner

Greg Bosch, CFA, CAIA, Chief Investment Officer

Tom Pantlind, CFP®, SE- AWMA™, CRPC®, Senior Wealth Advisor

Drew Boatright, CFP®, CAIA, Wealth Advisor

Jacob Watson, CFP®, Wealth Advisor

Alex Timmer, Director of Financial Planning

Jake Petrick, CFP®, Financial Planner

Olivia Kenrick, Financial Planner

Aaron Sygiel, Executive Assistant

Sarah Sutliffe, Client Service Advisor

Stacy Spain, Chief Compliance Officer

Marleigh Plachecki, Director of Finance and Human Resources

Isaiah Bleiler, CFP®, Financial Planner

Zach Terpstra, Financial Planner

Sam Doletzky, CRSP®, Manager of Retirement Services

Peter Ross, CPA, CFP®, Wealth Advisor

Grace Touchette, Financial Planner

Andrea Command, ChFC®, Client Service Advisor

Andrew Balk, Financial Planner

Liza Wilkes, Client Service Advisor

Connor McDevitt, CRPS®, CPFA®, Director of Retirement Services

Jamie Freeman, Client Service Advisor

Elizabeth Valliere, Client Service Advisor

Steven Lloyd, Client Service Advisor

Micah Kinde, Client Service Advisor