About

With deep personal and professional experience in family-owned and closely-held businesses, our clients can move from transaction to thanksgiving by leveraging the depth and breadth of our team’s expertise as they navigate both the financial and relational dynamics of family business.

At the core of who we are, we believe in service, care and intentional relationships. We highly value our earned reputation as reasonable, fair and open-handed.

 

Ross A. Hoezee , CLU®, ChFC®

Partner

Office 616-774-2031


Fax 616-774-4479


Email

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Timothy J. Hoezee , CFP®

Partner

Office 616-774-2031


Email

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Mark E. Pearson , CFP®, RICP®

Associate Wealth Management Advisor

Office 616-774-2031


Email

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Justin M. Haan

Financial Advisor

Office 616-774-2031


Mobile 616-366-6734


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Jennifer L. Winters

Associate Wealth Management Advisor

Office 616-774-2031


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Valerie A. Litznerski

Research Analyst

Office 269-343-1641


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Alisha M. Gonzalez

Financial Planning Analyst

Office 616-774-2031


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Trevor M. Hagy , CFP®, ChFC®

Private Wealth Analyst

Mobile 810-241-6772


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Nate D. Palace

Financial Planning Analyst

Office 719-636-3844


Mobile 805-758-4094


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Brianna N. VanderMeer

Associate Financial Representative

Office 616-774-2031


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Linda J. Lehmann

Administrative Assistant

Office 616-774-2031


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Jeniffer Ricardo

Associate Financial Advisor

Fax 269-585-6374


Email

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