Our team spans 3 generations which provides continuity of service to families and their heirs. This also allows us to provide different perspectives and work with clients where they are at in life.
Our team works collaboratively to provide clients a customizable and personalized plan for years to come. We have a combined 80+ years of service and each of us are credentialed and have our own areas of expertise that we leverage to provide our clients with the best advice. In addition, we have support from our Baird platform with deep expertise in the markets, tax and estate planning to name a few.
Our team is tax smart with an experienced CPA and advanced software to ensure we are tax conscience every step of the way. As tax impacts most financial decisions it is important to have it top of mind and creating the appropriate strategy both short-term and long-term as the tax landscape is continually changing.
Client Location
With the use of technology we are able to meet client's where they are at. Although, our physical location is in Grand Rapids, MI and Milwaukee, WI we are able to serve clients all across the country.
**picture of our current client locations.
