Building Wealth by Building Trust

We are a team of highly experienced and skilled investment, planning and service professionals

who have earned credentials such as Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®) and Certified Financial Planner (CFP®). We are also fiduciaries who are bound to act in the best interests of clients and are always available for clients – a critical advantage given today’s volatile markets and unpredictable economy.

Kurt Arvidson

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Kurt Arvidson, CFA, MBA

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Jay Wisentaner

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John F. "Jay" Wisentaner, CFA

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Chad Dutcher

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Chad Dutcher, CFA, CPWA®

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Marilee Bartl

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Marilee Bartl, CPWA®

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Dan Lupo

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Dan Lupo, CFA, CFP®

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Glenn Hefner

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Glenn Hefner, CFA

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Dave Hodge

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Dave Hodge, CFA, CFP®, CDFA®

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John Darling

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John D. Darling

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Tyler Bosgraaf

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Tyler Bosgraaf, CFA, CFP®

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Jarred Copeman

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Jarred Copeman

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Jason Strockis

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Jason Strockis, IACCP®

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Connor Sheehy

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Connor Sheehy, CMT®

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Dave Doppel

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Dave Doppel

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Rachel Sheldon

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Rachel Sheldon

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Elizabeth Poole

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Elizabeth Poole

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Heather Elve

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Heather Elve

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Grace DeMann

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Grace DeMann

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Jenna White

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Jenna White

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Guiding Principles

Our founders had a clear vision for the way an investment firm should serve its clients. Their principles continue to guide how we are structured and how we operate for clients today.

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Personal

We listen, ask questions, and take the time to know who you really are and what you really want, enabling us to provide the most effective service at all times.

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Ethical

We are fiduciaries who are held to the highest ethical standard in our industry, requiring us to provide counsel that is in your best interests, not ours.

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Independent

We are a private firm that conducts our own in-house research and tailors our advice and solutions to the specific needs of clients, rather than generic products to mass investors.

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Qualified

We are a team of highly experienced and credentialed professionals.

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Transparent

We are clear, open, and above-board about every aspect of our service, from the reasons we’re recommending an investment to the fees we charge.

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Philanthropic

We believe we have a responsibility to give back to the West Michigan community that has been integral to the success of our firm and so many of our clients. Learn more >