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

Client Services Team

Left to Right – Susan Hilgendorf, Megan Barricklow, Maggie Holmgren, Mara Mitchell
Not Pictured – Christine Zahm

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.