There is something we have in common. We all have financial resources that we have to figure out how to steward. As you journey in your financial life, it can be difficult to make decisions along the way. Having a trusted advisor is essential to navigating the now and planning for the future. As your advisor, I specialize in helping clients develop a plan that fits their unique situation. We will consider all areas of your financial life as we work together to chart a course forward. Income tax planning Investment planning Retirement planning Charitable giving Cash flow planning Insurance planning Education planning Estate planning It is my desire to be a guide along the journey and help you make your plan a reality. If you would like clarity and direction in your financial life, or someone to help keep you on course, I’d love to have a conversation about working together.

Benjamin Verwys is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Oppenheimer from 2009 to 2014 before joining Fiduciary Financial Advisors in 2014. Outside of advisory work, Verwys serves as the managing member of BAMF Investors, LLC, a pooled funding vehicle investing in a privately held healthcare company. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and foundations. The firm employs a strategic and tactical asset allocation approach incorporating multiple analytical methods and offers specialized services such as digital-asset portfolio management, private investment access, and outsourced CFO engagements.

Terry Seely is a financial advisor with Fiduciary Financial Advisors who holds the Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Delong & Brower, Cetera Investment Advisers, and other firms, and he has been involved with insurance sales and fixed insurance services through his own business, Capital Ideas, LLC. Outside of finance, he serves as a registered basketball official for the Michigan High School Athletic Association. Fiduciary Financial Advisors serves a broad client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach that includes discretionary management, financial planning, and specialized services such as digital-asset portfolio management and outsourced CFO engagements.

Leanne Rahn is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 credential with seven years of industry experience. Her work history includes a nine-year tenure at Vision Financial and a role at Action Point Financial Planning starting in 2009. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, and charitable foundations. The firm combines strategic and tactical asset allocation with multiple analysis techniques and is notable for its digital-asset advisory capabilities and outsourced CFO services.

Benjamin Lex is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Fiduciary Financial Advisors in 2023, he worked at Videojet Technologies and Keyence Corporation of America. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and offers professional trustee services as well as access to private and non-liquid alternative funds.

Jordan Oyer is a financial advisor at Fiduciary Financial Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including MML Investors Services LLC, Westpoint Financial Group, and Western & Southern Life. Outside of his advisory role, he is also licensed as an insurance agent in Indiana. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers specialized trustee services and access to private alternative funds.

Spencer Miller is a financial advisor at Fiduciary Financial Advisors with a Series 65 designation and three years of industry experience. He previously worked for Lake Michigan Credit Union for ten years before joining his current firm. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with an investment approach that incorporates multiple analytical methods and includes digital-asset advisory services and outsourced CFO engagements.

Bryant Rivera is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Aebi Schmidt Group, Thermo King, General Motors, and the University of Puerto Rico, Mayaguez. He is the sole owner of MCP Financial Services, a tax-related business in which he dedicates time during tax season. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutions. The firm combines strategic asset allocation with tactical adjustments and utilizes a variety of investment approaches, including the use of third-party managers and private alternative funds.

Robert Barcelona is a financial advisor at Fiduciary Financial Advisors with 12 years of industry experience. He has previously worked at HB Wealth Management, Bank of America, and Merrill. He serves as an advisory board member for the Van Andel Institute, a nonprofit charitable organization, where he contributes to coordinating the Winterfest celebration. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic and tactical asset allocation with a mix of analytical approaches and offers specialized services such as digital-asset portfolio management and outsourced CFO engagements.

Jeffrey Harley is a financial advisor at Fiduciary Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Pierpont Financial Advisors LLC and The Trade Desk, Inc. Outside of advising, he provides consulting services focused on technology, operations, and finance, and he is involved in producing educational content distributed on multiple learning platforms. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trust services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across various asset classes and also provides individual professional trustee services and access to private alternative funds.

Jeffrey Janson is a CFP® with 15 years of industry experience, currently serving at Fiduciary Financial Advisors since 2024. He previously worked at Summit Wealth Partners, Investors Advocate, and Financial Advisory Corporation. Outside of his advisory role, he is the owner and president of Fiduciary Focus Corporation, providing educational programs and consulting to retirement plan committees, and he is also an author receiving royalties from book sales. Fiduciary Financial Advisors serves individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that incorporates strategic and tactical asset allocation alongside fundamental, quantitative, technical, and model-manager analysis.

William Cole is a Series 65 licensed advisor with six years of industry experience. He is currently with Fiduciary Financial Advisors, where he has worked since 2023. Prior to this, he spent three years at LaminAR Capital Management LLC and has also been a project manager at Barge Design Solutions, an engineering consulting firm, since 2018. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm integrates strategic and tactical asset allocation with a variety of analytical approaches and offers specialized services such as digital-asset portfolio management and outsourced CFO engagements.

Connor Mc Dowell is a Series 65-licensed financial advisor at Fiduciary Financial Advisors with six years of industry experience. He previously worked at Action Point Financial Planning and has a background that includes four years at Hope College. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, corporations, and charitable foundations. The firm combines discretionary investment management, financial planning, and outsourced CFO services with a focus on strategic and tactical asset allocation and digital-asset portfolio management.

Tyler Owczarski is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has three years of industry experience, including nine years at West Michigan Community Bank prior to joining his current firm. Fiduciary Financial Advisors serves a diverse client base ranging from individuals and families to corporations and charitable foundations, offering discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services. The firm integrates strategic asset allocation with fundamental, quantitative, and technical analysis, and is noted for its digital-asset advisory capabilities combined with formal trust arrangements.

Andrew Stamp is a CFP® affiliated with Fiduciary Financial Advisors in Aberdeen, NC, with one year of experience in the financial industry. Prior to joining the firm, he served 12 years in the US Army and has been involved with the Donovan and Bank Foundation since 2021. He is also chairman of Custom Planks, LLC, a consulting and education business serving Department of Defense clients. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches, including the use of third-party managers and private alternative funds, and provides professional trustee services with comprehensive trust administration.

Michael Martin is a Series 65 licensed financial advisor with seven years of industry experience, currently practicing at Fiduciary Financial Advisors in Grand Rapids, MI. His professional background includes seven years at Fiduciary Financial Advisors following a decade as a student. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to corporations and charitable foundations. The firm provides discretionary investment management, written financial planning, and outsourced CFO services, among other offerings, with a distinctive emphasis on digital-asset advisory supported by formal trust arrangements through a South Dakota-chartered trust company.

Tyler Saint Amour is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation and seven years of industry experience. He has a background as a student since 2008. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and retirement services to a diverse client base including individuals, high-net-worth families, trusts, and charitable foundations. The firm integrates strategic asset allocation with tactical adjustments and employs a range of investment vehicles, while also providing trustee services and advising on private alternative funds.

Casey Arends is a financial advisor at Fiduciary Financial Advisors in Minneapolis, MN, holding a Series 65 designation. He joined the firm in 2026 and has prior work experience at Fairview Health Services beginning in 2015. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines traditional investment management with digital-asset advisory services and offers specialized services such as outsourced CFO engagements and trustee roles through a South Dakota-chartered trust company.

Bradley Nelson is a CFP® with nine years of industry experience. He currently works at Fiduciary Financial Advisors and has previously been affiliated with Lyon Park Advisors, LLC. Fiduciary Financial Advisors serves a broad client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm combines digital-asset advisory capabilities with formal trust arrangements and offers services such as discretionary investment management, retirement plan consulting, and outsourced CFO engagements.

Timothy Ketelhut is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds a Series 65 designation and has been with Fiduciary Financial Advisors since 2023. He also has a background with Team Life, Inc, where he has been involved since 2016. Fiduciary Financial Advisors serves a wide range of clients including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach incorporates strategic and tactical asset allocation using various analysis methods and offers specialized services such as digital-asset portfolio management, professional trustee roles, and outsourced CFO engagements.