Grand Rapids, MI Office

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Thomas Blower is a CFP® with 15 years of experience in financial advising. He is currently with Fiduciary Financial Advisors in Grand Rapids, MI, where he has worked since 2020. His previous roles include positions at Strategies Wealth Advisors, LLC and Legacy Trust. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Friends of Grand Rapids Parks and Widowed Persons Service. Fiduciary Financial Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a variety of investment analyses, offering services such as individual professional trustee administration and access to private alternative funds.

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. Prior to joining Fiduciary Financial Advisors in 2019, he worked at Crowe and Kid's Food Basket. He serves as Treasurer at Camp Blodgett, a nonprofit organization. Fiduciary Financial Advisors serves a wide range of clients, including individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach that integrates strategic and tactical asset allocation with various analytical methods, and it offers specialized services such as digital-asset management, outsourced CFO engagements, and professional trustee roles.

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 has concurrently worked as a Powertrain Manufacturing Engineer at Ford Motor Company since 2013. In addition to his advisory role, Heiden’s engineering position involves designing and implementing complex manufacturing systems for high-volume precision powertrain components. Fiduciary Financial Advisors serves individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management and financial planning. The firm employs a blend of strategic asset allocation, tactical adjustments, and various analytical methods, and offers specialized trustee services and access to private alternative funds.

Connor Mcdevitt is a financial advisor at Fiduciary Financial Advisors in Grand Rapids, MI, with six years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Innovia Wealth, LLC, Strategies Wealth Advisors, LLC, EP Wealth Advisors, and Sentry Insurance. 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 integrates strategic and tactical asset allocation using multiple analytic methods and offers specialized services such as digital-asset portfolio management, outsourced CFO engagements, and access to private and non-liquid alternative investments.

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 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.

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.