Meet Our Team

Our multi-generational team uses a collaborative approach that provides continuity.

Director

Financial Advisor

Financial Advisor

Financial Advisor

Senior Client Specialist

Branch Operations Assistant

616-233-8750

Client Assistant

616-233-8750

Senior Client Specialist

Senior Client Specialist

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.