Your goals matter — so does the way we treat you.
We are fortunate to represent a long-standing, professionally run practice. We are committed to honoring its legacy by demonstrating an elevated level of diligence and respect for our clients.
Katie Rozen, MBA, CFP
Financial Advisor
Email Address
katie.rozen@wellsfargoadvisors.comPhone Number
(616) 242-2321With over 15 years of experience in the Financial Services Industry, Katie assists clients with a wide range of investment decisions and planning needs, utilizing the vast resources of Wells Fargo Advisors. She helps clients define their financial goals and develop strategies to help meet these goals. Katie has a Bachelor of Business Administration in finance from University of Michigan-Flint, and a Master's Degree in Business Administration from Baker College. Prior to joining Wells Fargo Advisors in 2016, she was a Financial Advisor with other national investment firms and held positions in corporate finance with publicly traded companies.
Certificates
MBA, CFP
Lindsey Karsten
Client Associate
Email Address
Lindsey.Karsten@wellsfargoadvisors.comPhone Number
(616) 975-2058Lindsey Karsten joined Wells Fargo Advisors in July 2022 and serves as a Client Assistant, providing essential administrative support to ensure the smooth operation of the practice. She manages the day-to-day administration of client accounts, processes transactions, and responds to inquiries with professionalism and care. Lindsey plays a key role in maintaining an organized and efficient environment, allowing Katie Rozen, Senior Financial Advisor, MBA, CFP®, to focus on investment strategies and planning. Her compassionate approach and dedication to delivering exceptional service make her a reliable and trusted resource for both clients and colleagues.
Matthew Gillette
Financial Consultant
Email Address
matthew.gillette@wellsfargoadvisors.comPhone Number
(616) 975-2028Matt Gillette began his career in the financial services industry after graduating from Hope College in the spring of 2024 with a bachelor’s degree in business. As a Financial Consultant at Wells Fargo Advisors, he assists clients with a variety of investment-related needs, including executing trades and addressing account-related questions. Matt plays a key role in supporting Katie Rozen’s, Senior Financial Advisor, MBA, CFP®, practice by contributing to portfolio planning and development. With a strong dedication to client service and relationship-building, Matt is focused on helping individuals manage and grow their wealth through thoughtful, strategic guidance.