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Who We Are

We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Philosophy

My team and I spend pretty much all day, every day, answering the two fundamental questions that everyone has of our industry: ‘Will I make it, and do I have any financial blind spots?’

The first thing we do is to sit down and help you define everything you are trying to accomplish with your wealth . . . with a high degree of specificity. We then take a look at everything you’re doing financially, to determine if what you want to happen actually has a chance to occur.

We will map your current financial structure to your overall short term and long term financial objectives. If those two things align, we pat you on the back and tell you congratulations. If they don’t align, we point out your specific challenges and give you detailed recommendations to help you get back on track.

Meet The Team

Laurie Rusche

Laurie Rusche

Client Account Specialist

Bethany Kingma

Bethany Kingma

Executive Assistant

Anna Sjoerdsma

Client Service Specialist

Curtis Lehnert

Research Associate