The Avalune Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for The Avalune Group
Team photo for The Avalune Group

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Advisors

Advisor photo for Lance Baker

Lance Baker

CFP®, BFA, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lance Baker's website
Advisor photo for Cody Hagen

Cody Hagen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cody Hagen's website
Advisor photo for Rachel Chupailo

Rachel Chupailo

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rachel Chupailo's website
Advisor photo for Roger Gamache

Roger Gamache

MSFS, CFP®, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Roger Gamache's website


Team

Tracy Plummer

Tracy Plummer

Office Manager

Personal Intro

Tracy has an extensive background in office management and relationship management. She comes to us from the non-profit sector, where she had more than fifteen years of experience in office management, donor relations and business development.

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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

Katie Petre

Business Development Manager

Personal Intro

Katie has earned her bachelors in Business Administration from Grand Valley State University. Joining our team in 2021 to direct our client experience and marketing, her qualifications include fifteen years of combined experience in customer service, marketing, communication and client experience.

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Saloni Shri

Saloni Shri

Client Service Specialist

Megan Van Horn

Megan Van Horn

Client Service Manager

Kyler Koch

Kyler Koch

Intern

Anne Gamache

Anne Gamache

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Certified Financial Planner practitioner TM

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Jace Copeland

Jace Copeland

Intern