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Client Services

The Client Services Team provides outstanding support to the firm and our clients.

Client Relations Manager

helve@norrisperne.com

Client Relations Manager

epoole@norrisperne.com

Client Relations Associate

jwhite@norrisperne.com

We are a trusted investment advisor known for helping clients preserve their wealth and create peace of mind through active investment management, comprehensive and focused financial planning, and a tailored and coordinated service experience. We have served clients in Grand Rapids, West Michigan, and throughout the state and country since 1933.