Broker Check

Our Team

Jeremy Weller

IAR, Financial Planner

616-226-6377

[email protected]

Jeremy’s background includes 14 years of Military Service, as well as Federal Law Enforcement. He decided to leave government service to partner with Ron, after seeing a great need for knowledgeable retirement planners. Jeremy is...

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Ron Weller

Insurance Strategist

616-226-6377

[email protected]

Ron has close to 30 years experience in the financial services industry. He is serious about providing you the best service possible. He will take time to see your goals and dreams along with your whole financial picture. Then he will...

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Amanda Weller

Client Services

616-226-6377

[email protected]

Amanda joined the Team along with Jeremy. She has 15 years experience in Customer Service, and is our "details" gal. She handles day- to- day operations, from answering phones and scheduling to paperwork processing. She is also a...

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Lee Weller

Office Manager

616-226-6377

[email protected]

Lee has over 20 years experience in the banking and financial services industry. As the Office Manager, she keeps everything running smoothly, and we affectionately call her "Mama Bear" because of her "powers". She is a registered tax...

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