Our advisors

Shaun Osborne

Shaun Osborne

Private Wealth Advisor

Managing Partner
Learn more about Shaun Osborne Visit Shaun Osborne's website
Jason Klein

Jason Klein

Financial Advisor

Managing Partner
Learn more about Jason Klein Visit Jason Klein's website
Jeff Wynder

Jeff Wynder

Financial Advisor

Learn more about Jeff Wynder Visit Jeff Wynder's website
David Dilley

David Dilley

Financial Advisor

Learn more about David Dilley Visit David Dilley's website
AJ Srmek

AJ Srmek

Financial Advisor

Operations Manager
Learn more about AJ Srmek Visit AJ Srmek's website
Gregory J Chimner

Gregory J Chimner

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Gregory J Chimner Visit Gregory J Chimner's website
Randy E Orwig

Randy E Orwig

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Randy E Orwig Visit Randy E Orwig's website
Jeffrey Neill

Jeffrey Neill

Financial Advisor

Business Development Manager
Learn more about Jeffrey Neill Visit Jeffrey Neill's website

Our team

Donald Stoner

Donald Stoner

Operations Director,

Senior Vice President

Qualifications

  • Licensed in series 7, 63, 65, 24, 9, 10 and various insurance licenses
  • 20 years in the financial services industry

Roles & Responsibilities

  • Chief Operating Officer
  • Provides leadership to the design, enhancement, reporting and oversight of the Firm's systems, processes, workflows, procedures, human resources, recruiting and training
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Stephanie Huynh

Stephanie Huynh

Practice Manager

Qualifications

  • Grand Valley State University - Advertising
  • 7+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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Anissa Kindt

Anissa Kindt

Practice Manager

Qualifications

  • Baker College – Business Administration Management/Marketing
  • 20+ years experience in the financial services industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Joellen Croft

Joellen Croft

Client Service Manager

Qualifications

  • Michigan State University
  • 20+ years of experience in the financial services industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Heidi Haaxma

Heidi Haaxma

Client Service Manager

Qualifications

  • 20+ years experience in the financial services industry
  • Microsoft Certified

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Technology support
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Larissa Groves

Larissa Groves

Client Service Specialist

Qualifications

  • Studying at Kalamazoo Valley Community College
  • 6+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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Krissy Dill

Krissy Dill

Client Service Specialist

Qualifications

  • Davenport University – Management
  • 2 + years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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Sandy Grantham

Sandy Grantham

Administrative Assistant

Qualifications

  • 25+ years experience of office management in financial and legal services

Roles & Responsibilities

  • Office Accounting/Human Resources
  • Leadership support
  • Facilities maintenance
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Amy Rachac

Amy Rachac

Client Service Specialist

Qualifications

  • Cornerstone University - Accounting
  • 9+ years experience in the customer service industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
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Sarah Hansen

Sarah Hansen

Business Development Specialist

Qualifications

  • 15 Years + Client Service & Sales Experience

Roles & Responsibilities

  • Develop and implement annual marketing plan to meet client acquisition goals
  • Contact prospects to set up meetings or appointments
  • Coordinate seminars and client appreciation events
  • Implement key marketing activities
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Benjamin Whitaker

Benjamin Whitaker

Client Service Specialist

Qualifications

  • Grand Valley State University – Finance
  • 1 + years in the Finance Industry
  • 2 + years in the Customer Service Industry

Roles & Responsibilities

  • Facilitates business processing after client meetings
  • Coordinates client meeting activity
  • Prepares documents for clients
  • Answering account related questions and assist with processing needs
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Michael Brown

Michael Brown

Client Service Specialist

Qualifications

  • Western Michigan University
  • 2 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Implement and maintain client experience standards
  • Provides administrative support
  • Implement key marketing activities
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Amy Hamp

Amy Hamp

Client Service Specialist

Qualifications

  • 20 + years experience in the Customer Service Industry

Roles & Responsibilities

  • Client meeting preparation and follow-up
  • Client service and transactions
  • Answering account related questions and assist with processing needs
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Sierra Coay

Sierra Coay

Receptionist

Qualifications

  • Grand Valley State University - Hospitality and Tourism Management
  • 8 + years in the Customer Service Industry

Roles & Responsibilities

  • Greet clients upon arrival and extend hospitality to clients
  • Schedule client appointments & conduct client appointment reminder calls
  • Answer account related questions and assist with processing needs
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