Allen Van De Kreeke is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at ERTS Wealth Advisors, LLC since 2023. Outside of financial advisory, he was involved with Made in Nature for seven years. B.A. Roberts Financial Services provides investment advisory, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in assets and employs a fiduciary standard with a primarily fundamental, long-term investment approach, while maintaining flexibility to adjust based on client needs and market conditions.

Bruce Roberts is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal at B.A. Roberts Financial Services, Inc. in Marquette, MI, and has previously worked at Erts Wealth Advisors, Sagepoint Financial, and American General Securities. Outside of his advisory role, he is a member of Circle of Trust Properties, LLC, which owns the building housing his office. Roberts Financial Services provides investment advisory and planning services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios that combine internal management with independent managers and emphasizes a long-term investment approach with flexibility to adjust strategies as needed.

Jessica Kinonen is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Wealth Strategy Group for ten years. Kinonen serves as Vice President and Board Member of the Marquette County Police and Firefighters Fund. B.A. Roberts Financial Services provides investment advisory and planning services to individuals, families, trusts, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios through a combination of internal management and independent managers, with an emphasis on long-term investment strategies.