Meet our Team Michael Berkemeier, RFC Managing Director, Senior Wealth Advisor, Founder616-719-5007 Aaron Veldheer, JD, MBA Managing Director, Senior Wealth Advisor616-655-1590 Mark Ghafari, MBA, CPWA® Director, Senior Wealth Advisor616-655-1593 John Vande Guchte, MST, CPA Director, Senior Wealth Advisor616-446-7846 Drew Boatright, CFP® Wealth Advisor616-655-1591 Jacob Watson, CFP® Senior Financial Planner616-410-7404 Doug Kadison CFP®, CEPA® Wealth Advisor312-667-5990 Alex Timmer Wealth Advisor616-419-5522 Matthew McKenzie Insurance Specialist, President of Thomas Brady & Associates978-807-3712 Kathy Warren, CRSP Retirement Plan Specialist616-600-9922 Heidi Meeuwenberg Client Service Advisor616-466-7840 Kate Bykerk, MBA Client Service Advisor616-655-1592 James DeJaeger Retirement Plan Analyst616-410-7415 Peter Ross, CPA Financial Analyst616-466-7834 Jacob Widgren Client Service Advisor616-278-1318 Ask Us a Question Name* First Last Email* Message*HiddenTeam Email PhoneThis field is for validation purposes and should be left unchanged.
