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 Forbes Best-in-State Wealth Advisors three years in a row for 2022 through 2024.*

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.

 

* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 06/30/2022 – 06/30/2023 (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 06/30/2021 – 06/30/2022.   2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022;  Data compiled by SHOOK Research LLC based on the time period from 06/30/2020 – 06/30/2021. 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. 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 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 Wells Fargo Advisors 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.