The Avalune Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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

Private Wealth Advisor

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

Cody Hagen

CFP®

Private Wealth Advisor

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

Rachel Chupailo

CFP®, BFA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Rachel Chupailo's website
Advisor photo for Kyler Koch

Kyler Koch

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Kyler Koch's website


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

Luke Nickolaus

Luke Nickolaus

Client Relationship Manager