The Avalune Group is committed to helping both our clients and members of our community live better lives. We know that financial security is a foundation from which people are able to achieve a life of unique meaning and purpose; or as we like to say,“ reach their moon.” Our role in our clients’ lives is to assist them in identifying their fundamental values, to help them choose goals that reflect those values, and to provide ongoing counsel as they make decisions that lead to the achievement of their “moons”.
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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.
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 earned her bachelor's in business administration from Grand Valley State University. Joining our team in 2021 to direct our client experience, marketing, and team belongingness, her qualifications include 20 years of combined experience in customer service, marketing, communication, client experience, human resources and leadership. Katie most recently obtained a certification in Behavioral Financial Advice in 2025.
Behavioral Financial Advice
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