Team
How I Work
Over the past two decades, I’ve built my practice around a simple goal: to provide thoughtful, well-coordinated financial advice that goes deeper than surface-level planning. As a CERTIFIED FINANCIAL PLANNER™ and member of Ed Slott’s Elite IRA Advisor Group™, I stay current on the most advanced retirement and tax strategies — especially as they relate to IRAs and legacy planning. My clients value that level of expertise, but just as importantly, they value the transparency and consistency that comes from a long-term relationship. I use some of the industry’s robust financial planning tools — including MoneyGuidePro and eMoney — to deliver clear, personalized insights and keep your plan on track. Whether we’re preparing for retirement, managing distributions, or navigating complex transitions, my goal is to simplify the process and give you confidence in the path forward. This work is personal for me. I consider it a privilege to serve families through every stage of life with integrity, clarity, and genuine care.
Dewey A. Engelsma CFP®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER™
With nearly two decades of experience in the financial industry, Dewey is a seasoned financial advisor dedicated to guiding clients to work towards financial performance. As a proud parent of seven children, including one married and a ...
Ethan L. Engelsma
TRADING & OPERATIONS
Ethan is a finance student at Grand Valley State University, heading into the final semester of his junior year. He's passionate about investing and financial markets and plan to build a career in the field. He's getting married on May...
Jessie Chauv
CLIENT SUCCESS ASSOCIATE
Jessie brings a wealth of experience and enthusiasm to our firm, having worked in the financial industry for over a decade, with a particular focus on providing support for investments and retirement planning for the past year and a half...
Kaylee VanBaren
RECEPTIONIST