Grand Rapids, MI Office

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Thomas Blower is a CFP® professional with 16 years of industry experience, currently serving at Fiduciary Financial Advisors since 2020. His previous roles include positions at Strategies Wealth Advisors, Legacy Trust, Wealth Dimensions Group, Osaic FA, Inc., and Mass Mutual Investors Services. He is also involved in several nonprofit organizations, including serving on the boards of Friends of Grand Rapids Parks and Widowed Persons Service, and participating in finance and education-related committees. Fiduciary Financial Advisors serves a diverse client base ranging from individual investors to charitable foundations, offering discretionary investment management, financial planning, and outsourced CFO services. The firm employs a multi-faceted investment approach combining fundamental, quantitative, and technical analysis, and is notable for integrating digital-asset advisory with formal trust arrangements.

Travis Thompson is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Travis also has a seven-year background with Hewlett Packard Enterprise and has held roles at Nimble Storage and RDV Corporation. Fiduciary Financial Advisors serves a diverse client base including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm’s investment approach combines strategic and tactical asset allocation with fundamental, quantitative, technical, and model-manager analysis, and it offers distinctive services such as digital-asset portfolio management, private alternative investments, and outsourced CFO engagements.

Andrew Wessell is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Crowe and Kid's Food Basket. He serves as Treasurer for Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, incorporating strategic and tactical asset allocation along with digital-asset portfolio management and formal trust arrangements.

Kevin Udy is a financial advisor with Fiduciary Financial Advisors located in Grand Rapids, MI. He holds a Series 65 designation and has been working professionally since 2016, including roles at Iron Bridge Tools and Bissell Home Care. Fiduciary Financial Advisors serves a diverse client base, including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers a range of services from discretionary investment management to outsourced CFO engagements and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Ethan Heiden is a financial advisor at Fiduciary Financial Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Personal Finance Engineered LLC for three years. Outside of advising, Heiden is employed full-time as a Powertrain Manufacturing Engineer at Ford Motor Company. 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 fundamental, quantitative, and technical analysis, and offers specialized services such as digital-asset portfolio management, private alternative investments, and outsourced CFO engagements.

Connor Mcdevitt is a financial advisor with Fiduciary Financial Advisors in Grand Rapids, MI. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, and EP Wealth Advisors. Fiduciary Financial Advisors serves a diverse client base, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment process that integrates fundamental, quantitative, technical, and model-manager analysis, and it is notable for its digital-asset advisory services combined with formal trust arrangements and outsourced CFO offerings.

Bradley Hunter is a financial advisor at Fiduciary Financial Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and JP Morgan Securities. Outside of advising, he serves as a City Commissioner in East Grand Rapids, Michigan. Fiduciary Financial Advisors serves a diverse range of clients, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning with an investment process that combines fundamental, quantitative, and technical analysis, and it is notable for its digital-asset advisory capabilities and outsourced CFO services.

Jason Kooistra is a financial advisor at Fiduciary Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lake Michigan Credit Union, LPL Financial LLC, and Compound Holdings, LLC. Outside of his advisory role, Mr. Kooistra serves as Vice President of the Board of Directors for ReNew Upscale Thrift Store, a nonprofit organization. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and legacy position management to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of analytical approaches, supporting both liquid and alternative investments, and provides professional trustee services for complex trust administration.

Jacob Uithoven is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding a Series 65 designation with four years of industry experience. Prior to joining Fiduciary Financial Advisors in 2022, he worked at Central Michigan University and the University of Notre Dame. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing a range of investment vehicles and third-party managers, and offers specialized trustee services and access to private alternative funds.

James Bland is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, holding the Series 65 designation. He has experience previously working at Basin Oil and Gas and has been self-employed intermittently since 2016. Bland joined Fiduciary Financial Advisors in 2025. 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 using a mix of fundamental, technical, and quantitative analysis and offers unique services such as professional trustee administration and advising on private and non-liquid alternative funds.

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.