Tracy has an extensive background in office management and relationship management. She comes to us from the non-profit sector, where she had more than fifteen years of experience in office management, donor relations and business development.

Kerrie is a GVSU alumna with a bachelors in Criminal Justice. She is married and has a dog named Wren. She is currently studying for her certifications. On the weekends you can find her Up North or completing projects on her new home.

Rachel has earned her bachelors in Business Administration from Grand Valley State University. She joined our team in 2018 to be responsible for client satisfaction and support. She has her Series 7 and 63 licenses to further enhance her ability to services our clients. Rachel is fully licensed in insurance and variable products and working toward more certifications.

Kelsey graduated with a degree in Psychology from Hope College and worked in accounting prior to joining the team in 2021. She is studying for future qualifications continue her role in finance. She lives in Holland and loves to do things outside with her dog, Tilly.

Katie has earned her bachelors in Business Administration from Grand Valley State University. Joining our team in 2021 to direct our client experience and marketing, her qualifications include fifteen years of combined experience in customer service, marketing, communication and client experience.