Jesse Lee Veenstra

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.

Ben Gesink is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Water Valley Investment Advisors, Inc. and has prior experience at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors provides portfolio management and fiduciary services to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, long-term trading, and regular account reviews, with a focus on mutual funds, ETFs, and retirement plan management.

Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. Water Valley Investment Advisors provides portfolio management for individual and high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis and long-term trading, with services that include retirement plan fiduciary management and periodic educational newsletters.

Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC in Orange City, Iowa, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 while leading Compass Lighthouse Capital since 2020. He serves as a board member for Orange City Area Health System and is involved in financial services through ISB Wealth Management and fixed insurance sales. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and third-party model portfolios. The firm emphasizes careful selection and monitoring of sub-advisers using quantitative and qualitative criteria and operates under a bank holding company's ownership with a unique fee and compensation structure.

Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.

Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.