David Westphal
- CFP
- Managing Director - Investments
Purpose
David provides custom investment strategies built on each client’s unique circumstances, risk tolerance, and goals.
Background and experience
For over two decades David has helped clients gain clarity around their personal finances, especially throughout major shifts in the market. He specializes in assisting clients through critical life transitions such as retirement, divorce and widowhood.
David has also earned the CERTIFIED FINANCIAL PLANNERTM, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). This designation requires completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
Away from the office
When not at work, David enjoys spending time with his family, running, swimming, hiking, biking, and playing the drums in the BIG OWIE Band. He is married to Katy, a Professor of Music at Grand Valley State University and they have two children.
David currently serves on the board of the East Grand Rapids Friends of the Library and the Albert Baker Fund in San Francisco, CA.
David provides custom investment strategies built on each client’s unique circumstances, risk tolerance, and goals.
Background and experience
For over two decades David has helped clients gain clarity around their personal finances, especially throughout major shifts in the market. He specializes in assisting clients through critical life transitions such as retirement, divorce and widowhood.
David has also earned the CERTIFIED FINANCIAL PLANNERTM, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). This designation requires completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
Away from the office
When not at work, David enjoys spending time with his family, running, swimming, hiking, biking, and playing the drums in the BIG OWIE Band. He is married to Katy, a Professor of Music at Grand Valley State University and they have two children.
David currently serves on the board of the East Grand Rapids Friends of the Library and the Albert Baker Fund in San Francisco, CA.
Contact
John Dykstra
- CRPC
- Senior Vice President - Investments
Purpose
John provides clarity, confidence & organization as he helps each one of his clients plan for a financial future in a way that best meets his or her goals.
Background and experience
With over 15 years of experience as a financial advisor, John is dedicated to helping his clients meet their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education or looking to preserve your wealth, he can help.
John earned his Bachelor of Arts Degree in business from Calvin University in Grand Rapids, MI and holds the Series 7 & 66 registrations and Chartered Retirement Planning CounselorSM designation.
Away from the office
John and his wife, Heidi, live in Grand Rapids, MI with their sons, Leland, Oliver and Miles. They enjoy hiking, boating, and traveling together in their leisure time.
John is currently on the Foundation Board at Wedgwood Christian Services and has been proud to serve on boards for the Calvin University Alumni Association in the past.
John provides clarity, confidence & organization as he helps each one of his clients plan for a financial future in a way that best meets his or her goals.
Background and experience
With over 15 years of experience as a financial advisor, John is dedicated to helping his clients meet their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education or looking to preserve your wealth, he can help.
John earned his Bachelor of Arts Degree in business from Calvin University in Grand Rapids, MI and holds the Series 7 & 66 registrations and Chartered Retirement Planning CounselorSM designation.
Away from the office
John and his wife, Heidi, live in Grand Rapids, MI with their sons, Leland, Oliver and Miles. They enjoy hiking, boating, and traveling together in their leisure time.
John is currently on the Foundation Board at Wedgwood Christian Services and has been proud to serve on boards for the Calvin University Alumni Association in the past.
Contact
Cara Koning
- Senior Client Associate
Cara brings over 20 years of industry experience to Wells Fargo Advisors. Cara is dedicated to assisting clients and supporting the needs of the team. Her valuable experience provides each client the unique service they deserve.
Cara attended Grand Rapids Community College where she studied accounting.
Outside of the office, Cara enjoys spending time with her family and friends, working in her yard, and the occasional hockey game.
Cara attended Grand Rapids Community College where she studied accounting.
Outside of the office, Cara enjoys spending time with her family and friends, working in her yard, and the occasional hockey game.