Compliance & Operations

Jason Strockis, Connor Sheehy, and Rachel Sheldon keep our internal systems running smoothly and seamlessly.

Compliance Manager


Operations Associate


Business Manager


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.