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Meet The Team

Client Centered

Our staff has many years of experience, across all market cycles, and in many disciplines. As a full service financial services firm, we work together to ensure our clients' confidence in helping them plan, protect, and pursue their financial goals.

We spend each day answering the two fundamental questions that everyone has of our industry: ‘Will I make it, and do I have any financial blind spots?’ Working together using some of the most powerful planning tools our industry has to offer, we map your current financial structure to your overall short term and long term financial objectives, providing the resources our clients need and deserve.


Tyler D. Ophoff AIF®

Tyler D. Ophoff, AIF®

Wealth Advisor

(616) 277-1359

(616) 583-8910

Curtis Lehnert

Curtis Lehnert

Director of Research

(616) 277 - 1359

(616) 583 -8910

Bethany Kingma

Bethany Kingma

Executive Assistant

(616) 277-1359

(616) 583-8910

Laurie Rusche

Laurie Rusche 1959 - 2020

Client Account Specialist

(616) 277-1359

(616) 583-8910

Anna Sjoerdsma

Anna Sjoerdsma

Client Service Specialist