Our advisors

Our team

Kevin Rygg

Kevin Rygg

Investment Manager

Qualifications

  • Chartered Financial Analyst (CFA)
  • Bachelor of Science in Accounting
  • Master of Science in Accounting
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Stephanie Hendon

Stephanie Hendon

Marketing Manager

Qualifications

  • Michigan State University, Bachelor of Science in Advertising
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Sydney Bollaert

Sydney Bollaert

Marketing Specialist

Alex Buthker

Alex Buthker

Paraplanner

Nancy Hoekstra

Nancy Hoekstra

Financial Planning Assistant

Jan Liszewski

Jan Liszewski

Client Service Manager

Qualifications

  • Cornerstone University: BS Business Administration, graduated Summa Cum-Laude
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Joy Foster

Joy Foster

Client Service Specialist

Rebecca Grant

Rebecca Grant

Client Service Specialist

Barb Zemaitis

Barb Zemaitis

Administrative Assistant

Sara Sherman

Sara Sherman

Client Service Specialist