Wealth Management Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Dan Dueweke, CFP®
FVP, Program Manager
(616) 527-1190
Located at: 623 Washington Ave Bay City MI 48708 Dan is a CFP® (Certified Financial Planner) and has his Series 7, 63 and 65 securities registrations along with life insurance licenses.
Ray Pape, AIF®
VP, Senior Investment Executive
(616) 527-1190
Located at: 144 S. Main St. Leslie MI 49251 Ray holds his Series 7 and 66 securities registrations, along with life and health licenses.
Jennifer May, CFP®
VP, Senior Investment Executive
(616) 527-1190
Located at: 4200 E. Beltline Grand Rapids, MI 49525 Jennifer is a CFP® (Certified Financial Planner) holding her Series 7 and 63 securities registrations along with life and health licenses.
Saundra Howard, CWS®
Senior Investment Executive
(616) 527-1190
Located at: 450 S. Dexter St. Ionia MI 48846 Saundra holds her Series 7, 63, and 66 securities registrations, along with life insurance license.
Timothy Lyons
Senior Investment Executive
(616) 527-1190
Located At: 1111 W. Caro Road Caro, MI 48723. Tim holds his Series 7 and 63 securities registrations.
Ann Bollinger
Investment Executive
(616) 527-1190
Located at: 333 W. Grandview Parkway Traverse City, MI 49684 Ann holds her Series 7 and 66 securities registrations, along with life and health insurance license.
Jennifer Mierendorf
Investment Executive
(616) 527-1190
Located at: 130 South Bridge Street Belding, MI 48809 Jennifer holds her Series 7, 63, and 66 securities registrations and life insurance license.
Dimitri Hountalas
Investment Executive
(616) 527-1190
Located at: 201 W. Beaver, Suite 201 Troy MI 48084. Dimitri holds his Series 7, 66, and 63 securities registrations.
Shelly McEown
AVP, Sr. Designated Supervisor / Investment Executive
(616) 527-1190
Located at:144 S. Main St. Leslie MI 49251 Shelly holds her Series 7, 63, and 24 securities registrations and health license.
Bradley Bach
Investment Executive
616-527-1190
Located at: 1615 West Center Ave Essexville MI 48732. Bradley holds his Series 7 and 63 securities registrations along with life and health licenses.