Our advisors

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 Specialist

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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Sharyn Olliffe

Sharyn Olliffe

Administrative Assistant

Qualifications

  • 20 + years experience in the Customer Service in the Private Club Industry

Roles & Responsibilities

  • Implement and maintain client experience standards
  • Schedule and confirm appointments for advisors
  • Provides administrative support
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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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JT Neumann

JT Neumann

Paraplanner,

Client Service Specialist

Qualifications

  • University of Phoenix, MBA and MSA
  • Licensed in series 7, 66 and Life Accident and Health

Roles & Responsibilities

  • Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
  • Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients.
  • Review and update client information as needed for client review meetings.
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