To give our clients the service they deserve, we’ve carefully built a driven and well-equipped team.
After 40 years of serving clients and selecting investments, Bruce still loves what he does. He graduated from Davenport College of Business with a degree in Business Management and Marketing in 1973 and now specializes in guiding families through investment planning and estate preservation.
Bruce and his wife, Rebecca, have two children together. He is an active supporter of Kids Food Basket, the Helen Devos Children’s Hospital Foundation, Steepletown Ministries, The Other Way Ministries and the Grand Rapids Public Museum. Bruce has also been an enthusiastic sponsor of Little League teams for 14 years.
Scott is a firm believer that an investment portfolio should work cohesively with a client’s goals, tax strategies, estate plan, income needs, philanthropic goals and gifting. And he enjoys helping clients succeed. After earning his bachelor’s in Business Management from Northwood University, Scott worked in a variety of industries until finding his calling in financial services.
Scott’s unique background has helped him to provide a unique perspective for business owners and assist them in navigating the advantages of owning their own business. Scott has six children with his wife, Amber. In his free time, he enjoys hunting and fishing with his kids. He is also an avid golfer.
Director of Client Relations
With a client-oriented attitude and friendly, outgoing demeanor, Brad focuses on growing and maintaining the team’s optimal client service platform. He received his degree in Business Management from Michigan State University and is a proud Spartan fan.
Brad’s experience working at financial firms spans over 20 years. Outside the office, he enjoys spending time with his family, volunteering at his church and singing in the choir.