Charles provides comprehensive wealth management services to high-net-worth individuals and corporations. Since 1986, Charles has been providing advice to some of West Michigan’s leading corporations as well as some of our community’s most prominent citizens. Charles’ success stems from the decision to build long-lasting and successful relationships, where a great deal of time and effort is taken to gain a deeper understanding of each client’s unique set of circumstances.

In his over 30 years as a Financial Advisor, Charles has distinguished himself by being named to the Wells Fargo Advisors Platinum Council since the inception of the program from 2006-2024. The 2024 Platinum Council distinction is held by a select group of Financial Advisors within Well Fargo Advisors as measured by business production from the previous year and professionalism. The 2023-2006 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.  During his tenure with the predecessor firm of Kemper Securities, Charles was the youngest advisor to earn the title of Senior Vice President/Investments. He was later chosen to represent Kemper Securities as a national media spokesperson and was quoted in several national publications as well as provided market commentary on local television.

Having formed the Anderson Neitzel Investment Group of Wells Fargo Advisors in 2014, Charles has built a team of talented and experienced individuals who are positioned to drive superior client service in the years ahead. 

A native to Michigan, Charles graduated from Forest Hills Northern in 1982. He then went on to Furman University, where he earned a bachelor’s degree in economics and finance in 1986. Involved in community affairs, Charles has served or chaired several non-profit boards ranging from the arts to education. As a firm believer in philanthropy, Charles has given generously to local charities over the years.

One of Charles’ many passions in life can be found on the golf course. As a past Michigan State Jr Champion, he still competes at the local, state, and national level and is currently a member of Cascade Hills Country Club. Other serious hobbies include travel, skiing and wine collecting. He resides in Cascade.

As a financial advisor at Wells Fargo Advisors, Drew takes pride in working for a firm that puts the client first. Wells Fargo Advisors offers abundant resources to help provide and implement financial strategies for various types of clients Drew enjoys getting to know his clients, understanding their financial goals, and helping them pursue their goals — and he is prepared to create a customized financial road map that is tailored to his clients’ specific needs. 

Dedication, discipline, and hard work have made Drew successful in his past and are the foundation of the work that he does for his clients every day. Drew joined Wells Fargo Advisors in 2013 and in 3 years, he was named to the Platinum Council in 2017. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Drew is a native of Grand Rapids and attended Wyoming Park High School before furthering his studies at Michigan State University, where he was also a member of the men’s basketball team. Drew achieved success both on and off the court — earning All-American and Academic All-American honors. After graduating with his bachelor’s degree, he pursued his dream of becoming a professional basketball player, both in the U.S. and abroad for five seasons. 

Away from the office, Drew enjoys teaching kids the game of basketball at his annual summer basketball camp, playing golf, spending time with his family and friends, and helping with various charities. He resides in Ada with his wife, Kristi and their children, Drake, and Chloe.

Bethany joined the Anderson Neitzel Investment Group of Wells Fargo Advisors in 2018. She started in the in the financial services industry in 1999 and has worked both on the retail and institutional side of the business. She has served in various capacities including client service, systems implementation, research, and marketing over the course of her career. As a Financial Consultant on the team, she assists with the reporting and financial planning preparation for our clients.

Outside of the office, Bethany enjoys spending time with her family and friends, volunteering with the Forest Hills Central Marching Band and traveling at every opportunity. She resides with her husband and son in Cascade.

Tina has over 20 years’ experience in the financial industry, working closely with clients and team members by supporting their needs throughout the investment planning process. She joined the Anderson Neitzel Investment Group in late 2021; however, the bulk of her career has been spent with Wells Fargo Advisors, so she is very familiar with the platforms and systems to help ensure client’s needs are met in a professional and thoughtful manner. She received the award of Wells Fargo Advisors Team Member of the Year in 2018. The team member of the year award is given to team members for their service and commitment to the vision, values & goals of the Firm.

Outside of the office, Tina enjoys spending time with her family at their cabin, nurturing her pets (including her chickens), and curling up with a good book.  She resides with her family in Cedar Springs.