Our advisors

Timothy Huizenga

CFP®, BFA, ChFC®

Private Wealth Advisor

Managing Partner of The Avalune Group
Learn more about Timothy Huizenga Visit Timothy Huizenga's website

Cody Hagen

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cody Hagen Visit Cody Hagen's website

Lance Baker

CFP®, BFA, CMFC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lance Baker Visit Lance Baker's website

Rachel Chupailo

CFP®, BFA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rachel Chupailo Visit Rachel Chupailo's website

Roger Gamache

MSFS, CFP®, CLU®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Roger Gamache Visit Roger Gamache's website


Our team

Tracy Plummer

Tracy Plummer

Office Manager

Personal Intro

Tracy has an extensive background in office management and relationship management. She comes to us from the non-profit sector, where she had more than fifteen years of experience in office management, donor relations and business development.

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Kerrie Boller

Kerrie Boller

Operations Director

Personal Intro

Kerrie is a GVSU alumna with a bachelors in Criminal Justice. She is married and has a dog named Wren. She is currently studying for her certifications. On the weekends you can find her Up North or completing projects on her new home.

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Kelsey Hosner

Kelsey Hosner

Financial Planning Specialist

Personal Intro

Kelsey graduated with a degree in Psychology from Hope College and worked in accounting prior to joining the team in 2021. She is studying for future qualifications continue her role in finance. She lives in Holland and loves to do things outside with her dog, Tilly.

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Katie Petre

Katie Petre

Business Development Manager

Personal Intro

Katie has earned her bachelors in Business Administration from Grand Valley State University. Joining our team in 2021 to direct our client experience and marketing, her qualifications include fifteen years of combined experience in customer service, marketing, communication and client experience.

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Megan Van Horn

Megan Van Horn

Client Service Manager

Saloni Shri

Saloni Shri

Client Service Specialist

Kyler Koch

Kyler Koch

Client Service Manager

Anne Gamache

Anne Gamache

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Certified Financial Planner practitioner TM

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