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 with 16 years of industry experience. He has been with Fiduciary Financial Advisors since 2014. Outside of his advisory role, he serves as the Managing Member of BAMF Investors, LLC, a pooled funding vehicle investing in a privately held healthcare company. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments using fundamental, technical, and quantitative analysis, and also offers individual professional trustee services and access to private and non-liquid alternative funds.

William Boersma is a financial advisor with ValMark Advisers, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at ValMark Advisers since 2022 and has owned Lawson Insurance Services since 1996. Outside of his advisory role, he owns Opportunity Concepts LLC, providing insurance consulting and expert witness services related to fixed life insurance. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering investment management, financial planning, and retirement plan advisory services. The firm utilizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and provides back-office support and due diligence for its advisors.

Terry Seely is a financial advisor at Fiduciary Financial Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Delong & Brower, Cetera Investment Advisers, and Investors Capital Corporation. Outside of advising, he serves as a registered basketball official for the Michigan High School Athletic Association. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm employs a blend of strategic asset allocation and tactical adjustments, utilizing fundamental, technical, and quantitative analysis, and offers trustee services as well as access to private alternative funds.

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.

Mark Whitman is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 2009. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts, estates, retirement plan sponsors, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Travis Peltz is a financial advisor at Regal Investment Advisors LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Regal Investment Advisors LLC and Regulus Financial Group, LLC since 2015, and REP Enterprises LLC since 2010. Outside of advising, he is a partner at Peltz Inc, a holding company. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios with discretionary implementation and rebalancing managed through Financial Advisers.

Phillip Owens is a ChFC® with 39 years of industry experience, currently serving at Regal Investment Advisors LLC since 2023. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Owens is an executive board member of Lincoln Lake Baptist Youth Camp and serves on several nonprofit and community boards. Regal Investment Advisors, operating under the LionShare brand, provides model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across a range of proprietary and third-party investment strategies.

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.

Ian Grohman is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 designation and previously worked at IAMS Wealth Management and Security Benefits Center. Outside of his advisory role, he is the owner and CEO of IJG, LLC, where he coaches soccer. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers.

Spencer Miller 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 for Lake Michigan Credit Union from 2013 to 2023. 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 combines strategic asset allocation with tactical adjustments and utilizes a mix of fundamental, technical, and quantitative analysis.

Richard Kennedy Jr. is a financial advisor at MissionSquare Retirement with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was involved with EverGreen Ministries. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, and education services, along with Guided Pathways Advisory Services featuring investment advice and model portfolios developed by Morningstar Investment Management.

Vinh Ma is a CFP® professional with 25 years of industry experience, currently affiliated with Regal Investment Advisors LLC. He previously worked at Edward Jones for nine years. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages proprietary and third-party investment strategies through a sub-advisory platform serving individual, high-net-worth, and corporate clients.

Julie Burton is a Series 66-licensed financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2003. She has 11 years of industry experience. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets across about 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Melissa Stewart is a CFP® with 19 years of industry experience, currently affiliated with Dynamic. She previously spent ten years with Raymond James & Associates before joining Dynamic Wealth Advisors, doing business as ClearVista Advisors, where she has worked for the past five years. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management, financial planning, and sub-advisory support.

Amy Butterfield is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2008. She is also associated with P&M Holding Group. Amy is based in Grand Rapids, MI. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and manages both discretionary and non-discretionary assets, operating within the larger Plante Moran enterprise which offers integrated financial services through its affiliated entities.

Tadd Strabbing is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Regulus Financial Group, Northwestern Mutual Investment Services, and Gentex. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms. The firm serves a diverse client base, including individual, charitable, and corporate clients, using a range of proprietary and third-party model portfolios.

Jill Veenstra is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at The Huntington Investment Company and My RIA Lawyer. She is also the owner of Cherrywood Smokehouse, LLC, a catering business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base including individual, charitable, and corporate clients. The firm offers a range of proprietary and third-party investment strategies, with advisers selecting allocations and granting Regal discretionary authority to manage accounts accordingly.

Richard Wagner is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Centennial Securities since 1992. Outside of his advisory role, he is involved in operating a restaurant, contributing to baking and inventory management. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, and other entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Robert Barcelona is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at HB Wealth Management, LLC, and Bank of America N.A., including Merrill. He serves on the advisory board for the Van Andel Institute, a nonprofit charitable organization, where he is involved in coordinating an annual winter festival. Fiduciary Financial Advisors serves a diverse client base including individuals, 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 approach that integrates strategic and tactical asset allocation and includes digital-asset portfolio management supported by a South Dakota-chartered trust company.