Voisard Asset Management Group

Brandon Bauer is a CFP® professional with 10 years of experience in financial advising, currently with Voisard Asset Management Group since 2015. He is also an advisor and minor interest partner at Adventis CG, a non-investment related business. Voisard Asset Management Group serves individual and high-net-worth clients as well as employer retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-related consulting. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis across a broad range of investment strategies and manages approximately $589 million in client assets with a six-advisor team.

Jordan Katje is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Voisard Asset Management Group since 2022, following a decade as a full-time student. Voisard Asset Management Group serves individual clients, including high-net-worth individuals, as well as sponsors and participants of employer retirement plans. The firm employs a variety of investment strategies and provides discretionary and non-discretionary portfolio management, financial planning, and ERISA-related consulting.

Jordan Buffum is a CFP® with 10 years of industry experience, currently serving at Voisard Asset Management Group in Grand Rapids, MI. He has been with Voisard Asset Management Group since 2015. Voisard Asset Management Group advises individuals, including high-net-worth clients, as well as sponsors and participants of employer retirement plans, providing portfolio management, financial planning, and ERISA-related consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis across a wide range of investment strategies and regularly monitors client accounts with detailed reporting.

Daniel Haines is a CFP® and CFA® with nine years of industry experience, currently serving at Voisard Asset Management Group since 2024. Prior to this, he worked at Summitview Advisors for six years, Zhang Financial LLC for one year, and Greenleaf Trust for four years. He is based in Grand Rapids, MI, and is part of a six-advisor team. Voisard Asset Management Group advises individuals, including high-net-worth clients, as well as sponsors and participants of employer retirement plans. The firm utilizes a range of investment strategies and conducts regular portfolio monitoring and reporting, managing approximately $589 million in client assets with a relatively small team.

Michael Mac Gillivray is a CFP® and holds a Series 65 license, currently serving at Voisard Asset Management Group with one year of industry experience. His background includes positions at Calvin University and Cooper Davis Financial Group. Voisard Asset Management Group advises individuals, including high-net-worth clients, and retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-related consulting. The firm applies a range of investment strategies and conducts regular account monitoring and reporting.

Douglas Voisard is a CFP® professional with 16 years of industry experience, currently serving at Voisard Asset Management Group, where he has worked since 2002. He is based in Grand Rapids, MI. Voisard Asset Management Group advises individuals, including high-net-worth clients, as well as sponsors and participants of employer retirement plans, providing portfolio management, financial planning, and ERISA-related consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analyses across a broad range of investment strategies and manages approximately $589 million in client assets with a small team.