Meet the Team

Wealth can be complicated. With the right team, it doesn’t have to be. We built an elite in-house team of professionals to work together for you.

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®, CEPA®, Senior Wealth Advisor

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

James DeJaeger, Investment Analyst

Olivia Kenrick, Financial Planner

Aaron Sygiel, Executive Assistant

Sarah Sutliffe, Client Service Advisor

Meghan Vanderlugt, CPWA®, Senior Wealth Advisor

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

Heidi Meeuwenberg, Client Service Advisor

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