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Team photo

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Our advisors

Timothy Huizenga

CFP®, BFA, ChFC®

Private Wealth Advisor

Managing Partner of The Avalune Group
Learn more about Timothy Huizenga Visit Timothy Huizenga's website

Cody Hagen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cody Hagen Visit Cody Hagen's website

Lance Baker

CFP®, BFA, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lance Baker Visit Lance Baker's website

Rachel Chupailo

CFP®, BFA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rachel Chupailo Visit Rachel Chupailo's website


Our team

Kerrie Boller

Kerrie Boller

Operations Director

Personal Intro

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.

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Kelsey Hosner

Kelsey Hosner

Financial Planning Specialist

Personal Intro

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.

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Katie Petre, BFA™

Katie Petre, BFA™

Business Development Manager

Personal Intro

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.

Qualifications

  • Behavioral Financial Advice

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Rebecca Wrenn

Rebecca Wrenn

Administrative Assistant

Saloni Shri

Saloni Shri

Client Service Specialist

Keegan Gray

Keegan Gray

Intern

Kendal Hoefler

Kendal Hoefler

Intern

Lleyton Krumlauf

Lleyton Krumlauf

Intern