With over three decades in the industry, Nate loves the opportunity to develop relationships with his clients. Nate works with pre-retirees, business owners, and executives, educating on issues like retirement planning, asset management, and family communication with the goal of trying to fill potential “potholes” in his clients’ financial paths. He is honored to have been named a Forbes Best‑in‑State Wealth Advisor for four consecutive years (2022–2026)* and recognized among Barron’s Top 1,500 Financial Advisors in 2026.*

Nate accomplished one of his dreams when he was granted the opportunity to play Division II college basketball at Grand Valley State University. Both his dream of playing basketball and his father’s history of immigrating from the Netherlands to America as a young child have taught him that practice and perseverance, through good times and bad, is crucial while working toward your goals. As a Financial Advisor, Nate aims to embody this idea to his clients as he helps them bring their financial goals to life.

Outside of the office, Nate lives on the west side of Grand Rapids with his wife and childhood sweetheart, Lisa.  Nate and Lisa have three children and a daughter in law, Blake and Erin, Anika, and Trey all pursuing their careers or finishing their educational pursuits.

Nate is also involved with Westend Christian Reformed Church and currently serves on their administrative board. In their free time, Nate and his family love to spend time on their boat in Holland, Michigan. They also enjoy playing golf together and spending time with their two Goldendoodles.

2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). The Barron's Top 1,500 Financial Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
·         2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Michele has over 25 years of experience in the financial services industry.  She brings a wealth of knowledge and is committed to helping clients thoughtfully navigate life’s financial complexities with clarity and confidence.

She is an Honors Graduate of Davenport University, where she earned her bachelor’s degree in Business Administration and Finance. Michele holds her Series 7, 63, and 65 registrations, as well as life/annuity and health insurance licenses.

Michele resides in Cannon Township, Michigan, with her husband, Mickel. In their free time, they enjoy spending time outdoors relaxing by the pool, camping, traveling, and off-roading in their Jeep Wranglers.

Dawn brings more than 40 years of industry experience to her role, building strong relationships and delivering exceptional service to clients. While providing operational support to the team, she takes pride in assisting clients as they navigate their investment planning journey.

She holds an Associate Degree in Business Administration and is an Honor Graduate of Muskegon Business College. Dawn maintains FINRA registrations including Series 7, 9, 10, 63, and 65, and is also a licensed notary public.

Dawn lives in Wyoming, Michigan with her husband, Richard. Together, they are the proud parents of four daughters and grandparents to seven grandchildren. She is actively involved in her community through volunteer work at her local church and as an event staff volunteer with Reflect via The Road Map. In her free time, Dawn loves reading, crafting with family, and attending her grandchildren’s sporting events and extracurricular activities.

Bobbi Stoltz serves as a Client Associate at Ballast Financial Group of Wells Fargo Advisors, where she is known for her collaborative spirit, strong client relationships, and consistently optimistic approach. Bobbi enjoys working closely with her team to deliver thoughtful, dependable service and takes pride in helping clients feel confident and supported throughout their financial journey. She studied Business Administration at Saginaw Valley State University.

Bobbi lives in Grand Rapids with her husband, Mike, and their children. Outside of work, she enjoys reading, crafting, staying active through workouts, and traveling whenever she can. Bobbi also loves trying new recipes and expanding her skills in the kitchen. Giving back is important to her, and she proudly volunteers with organizations such as Kids Food Basket and Project Linus.