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®
Chief Stewardship Officer
& Founder
Benjamin Weerts
RICP®, CLTC®, FIC
President of Stewardship
& Lead Financial Advisor
Simon Jackson
Financial Advisor
Sara Bolen
RICP® Associate Advisor
Staff
Bailey Ziemski
Operations Specialist
Janessa Pierzina
Client Service Concierge
Investments
Cole Pearson
President, Investment Solutions
Nathan Willis
Director of
Portfolio Strategy
John Siverling
Director of Private Markets
& Impact Advocacy
Will Sorrell
Director of
Values-Based Investing
Tom Mueth
Director of
Advisor Engagement
Rob Riley
Investment Analyst
Operations
Rob Grubb
Chief Operations Officer
TJ Claud
Chief Compliance Officer
Charlie Watkins
VP, Finance
Brian Church
Chief Revenue Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of
Advisor Operations
Samantha Vance
Director of
Marketing