Live Well. Finish Well.
We help families in Grand Rapids, Minnesota, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Advisors
Brad Nelson
CFP®, CKA®, RICP®, CLTC®
Founder, Chief Stewardship Officer,
Lead Financial Planner
Simon Jackson
Financial Advisor
Sara Bolen
RICP®
Associate Financial Advisor
Staff
Bailey Ziemski
Associate Financial Advisor
Janessa Pierzina
Client Services Concierge
Investments
Cole Pearson
President, Investment Solutions
Nathan Willis
Director of Portfolio Strategy,
Senior Portfolio Manager
Peter Klingelhofer
Director of Research,
Senior Portfolio Manager
John Siverling
Director of Private Markets
& Impact Advocacy
Tom Mueth
Director of
Advisor Engagement
Rob Riley
Investment Analyst
Operations
Rob Grubb
Founding Member
COO
TJ Claud
Chief Compliance Officer
Charlie Watkins
Chief Financial Officer
Brian Church
Chief Growth Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of
Advisor Operations
Samantha Vance
Director of
Marketing