Meet Our Team

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 be named as one of 2022 and 2023 Forbes Best-In-State Wealth Advisors.*

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. Their three children, Blake, Anika, and Trey are pursuing their college and high school educations. 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.



* 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.

For over three decades, Andrea has been pleased to help her clients navigate the markets. She enjoys getting to learn her clients’ hopes and dreams while assisting in building their plans so they can move toward their goals. Andrea primarily pursues working with women going through life transitions or clients going through sudden life events, so she can help these clients navigate their complex situations. She works primarily in investments and income planning, and often partners with her clients’ legal and tax advisors for a holistic approach to their financial wellbeing.

Andrea graduated with a bachelor’s degree in business from Calvin University and an MBA from Western Michigan University. She holds the Accredited Asset Management Specialist℠ or AAMS^® designation, along with life and health and series 7 and 65 registered licenses. While not at work, Andrea serves on the Board of Trustees for Calvin University and Wedgwood Christian Services. 

Andrea lives in Grand Rapids with her husband, James. They are recent empty nesters with two grown children, enjoying their newfound free time with local theater and the arts, traveling, and spending time at their cottage in northern Michigan with family and friends. Andrea also loves gathering around a table for conversation and a good cup of coffee.

Chase has over a decade of experience in the financial services industry, beginning his career in 2007. While working in the industry, Chase developed his fundamental investment knowledge as well as his passion for helping clients with their planning needs. In 2016, Chase transitioned to Wells Fargo Advisors and is now a team member at Ballast Financial Group of Wells Fargo Advisors.

With extensive experience throughout major shifts in the markets, Chase has dedicated his career to developing deep relationships with his clients and delivering the personalized investment planning services they deserve. His father built a successful career out of helping others, hard work, and dedication; Chase is glad to follow in his footsteps as he is passionate about giving back and instilling the ideal of good money stewardship in others.

He obtained his bachelor’s degree in finance from Grand Valley State University. He currently holds the series 7 and 66 registrations and life/annuity and health insurance licenses.

Chase’s biggest priorities are his family and his faith. He currently lives in Hamilton, Michigan with his wife, Sadie, and their daughter, Romy. In addition to collaborating with his clients, Chase is committed to helping his local community and church. He serves as a Cadet leader and Sunday School teacher at his local church. He is also a member of the Development Committee for Outdoor Discover Network. In his spare time, Chase enjoys traveling with his family and living an active lifestyle. He also enjoys hunting in Michigan and has been on big game hunts in Montana, Alaska, and Canada, with many more on his bucket list.

As a Financial Advisor, Lauren is passionate about helping clients navigate creative and holistic financial solutions to meet their goals. She focuses on areas of asset management, retirement planning, and alternative investments. 

Lauren worked at Goldman Sachs prior to joining Wells Fargo in 2022, where she specialized in new hedge fund business, helping hedge funds navigate the process of becoming a client, and adhering to all the necessary rules and regulations.  

Lauren graduated from Calvin University with an honors degree in economics, an additional major in English, and a minor in Spanish. She also holds the series 7, 63, and 66 registrations and life/annuity and health insurance licenses.

Lauren currently lives in Grand Rapids with her husband, Brad, and daughter, Marianne. They attend St. Paul the Apostle Catholic Church in Grand Rapids and Pillar Church in Holland. In her free time, she loves to golf, try new restaurants, travel, and work in her garden. She has previously served as a Young Supporters Committee Member for Hope for New York and a Big Sister through Big Brothers Big Sisters of New York.

Michele has served in the financial industry for over 20 years. In her role working with clients, Michele enjoys helping others in a challenging and fast-paced environment. Her commitment to proactive client contact and delivering superior client experiences solidifies her as an industry leader.

She was honored to be named as a Platinum Council Client Associate every year for the duration of the program from 2009-2018.* Michele obtained a bachelor’s degree in business administration and finance and is an Honors Graduate from Davenport University. She also holds the series 7, 63, and 65 registrations as well as life/annuity and health insurance licenses.

Away from the office, Michele lives in Belmont, Michigan with her husband, Mickel. They enjoy spending time outdoors by the pool, snowmobiling, camping, traveling, and off-roading in their Jeep Wranglers.



*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Dawn has 40 years of industry experience in building relationships and serving clients. While providing operational support for the team, Dawn enjoys assisting clients with their needs as they go through their investment planning journey.

She holds an associate degree in business administration and is an Honor Graduate from Muskegon Business College. Dawn also holds the Series 7, 9, 10, 63, and 65 registrations and is a notary public.

Dawn lives in Wyoming, Michigan with her husband, Richard. They are proud parents of four daughters and grandparents to six grandchildren. She enjoys volunteering at her local church and serves as a “Hero” in GR1 Serve as well as an event staff volunteer at Quest Life MI. In her free time, she loves to lose herself in a book, craft with family, and attend her grandchildren’s sporting events and extracurricular activities.

Bobbi serves as a Client Associate at Ballast Financial Group of Wells Fargo Advisors. She loves collaborating with her team and building relationships with her clients while keeping an optimistic attitude. She studied business administration at Saginaw Valley State University. 

Outside of work, Bobbi lives in Grand Rapids with her husband, Mike, and their children. She donates her time to causes like Kids Food Basket and Project Linus. In her free time, Bobbi likes to read, crochet, exercise, and travel on spontaneous road trips. She also loves enrolling in cooking and baking classes and trying new recipes.