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Fiduciarys in Michigan

Fiduciarys in Grand Rapids, MI

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75 results found

Kenneth Tiews Grand Rapids, MI

Professions & Specialties

Fiduciary • Conservator • Trust Law Attorney • Lawyers • Security • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Wheeler Upham A Professional Corporation
250 Monroe Avenue N.w., Suite 100, Grand Rapids, MI 49503
Phone:
(616) 459-7100 (Phone)
Specialties:
Estate Planning, Living Trusts
ISLN:
903143194
Admitted:
1976, Michigan, 1979, U.S. Tax Court
Special Agencies:
Social Security Administration, Permanent Judicial Commission-Presbyterian Church (U.S.A).
Biography:
Phi Kappa Phi. Woodrow Wilson Honorary Fellow. Recipient, University of Michigan Law School Case...
Full Profile

D. Tountas Grand Rapids, MI

Professions & Specialties

Fiduciary • Attorney At Law • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Construction • Spokesperson • Fundraiser • Fundraising Officer • Volunteer • Counselor • Representative • Non-Profit • Advisor • Educator • Education Professional • Instructor • Chairperson • Chief Executive Officer • Owner • Chief Executive • Corporate Executive • Computer Programmer • Programmer

Experience & Education

Office:
Smith Haughey Rice & Roegge, P.C.
100 Monroe Center Nw, Grand Rapids, MI 49503
Phone:
(616) 458-0437 (Phone)
Specialties:
Alternative Dispute Resolution, Appellate Litigation
ISLN:
919248241
Admitted:
2005, Michigan, 2007, U.S. District Court for the Western District of Michigan
Biography:
Adam is an attorney in the firm's Grand Rapids office-but above all he is an advocate. The son of...
Full Profile

Mindi Johnson Grand Rapids, MI

Professions & Specialties

Fiduciary • Legal Counsel • Trust Law Attorney • Lawyers • Security • Contractor • Oncologist • Medical Practice Professional • Medical Practitioner • Master of Business Administration • Chairperson • Chief Executive • Independent Business Owners

Experience & Education

Office:
Foster, Swift, Collins & Smith, P.C.
1700 East Beltline, N.e., Suite 200, Grand Rapids, MI 49525
Phone:
(616) 726-2252 (Phone)
Specialties:
Health Care, E-Health
ISLN:
921359249
Admitted:
2004, Michigan, U.S. District Court for the Western District of Michigan
Biography:
Mindi is a member of Foster Swift's Health Care Practice Group and works from the firm's Grand...
Full Profile

Mark Gilchrist Grand Rapids, MI

Professions & Specialties

Criminal Defense Lawyer • Defense Attorney • Lawyers • Attorney At Law • Trust Law Attorney • Vice President • Chief Executive

Experience & Education

Office:
Smith Haughey Rice & Roegge, P.C.
100 Monroe Center Nw, Grand Rapids, MI 49503
Phone:
(616) 458-1477 (Phone)
Specialties:
Commercial Litigation, Criminal Defense
ISLN:
915299681
Admitted:
2000, Michigan
Biography:
For 13 years, Mark has successfully tried cases, settled disputes, and resolved issues for clients...
breach of fiduciary duty
Full Profile

Stephen Jurmu Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Representative

Experience & Education

Office:
Foster, Swift, Collins & Smith, P.C.
1700 East Beltline, N.e., Suite 200, Grand Rapids, MI 49525
Phone:
(616) 726-2261 (Phone)
Specialties:
Employee Benefits, Business Law
ISLN:
906067749
Admitted:
1976, Michigan, U.S. District Court for the Western District of Michigan
Biography:
Steve joined Foster Swift in 1976, focusing primarily on federal tax matters relating to employee...
Full Profile

David Skidmore Grand Rapids, MI

Professions & Specialties

Fiduciary • Paralegal • Litigation Support Specialist • Trust Law Attorney • Lawyers • Chairperson • Director • Board Member • Chief Executive • Operations Manager • Management Team Executive • Author • Guide • Speaker • Volunteer • Tour Guide • Spokesperson • Representative • Non-Profit • Sports Trainer • Sports Trainers

Experience & Education

Office:
David L. Skidmore
111 Lyon Street N.w., 900 Fifth Third Center, Grand Rapids, MI 49503
Phone:
(616) 752-2491 (Phone), (616) 295-0783 (Cell), (616) 222-2491 (Fax)
ISLN:
913339792
Admitted:
1998, Michigan
Biography:
Fellow, American College of Trust and Estate Counsel (2013-Present). Named to Michigan Super...
Full Profile

Stephen Hulst Grand Rapids, MI

Professions & Specialties

Law Clerk • Fiduciary • Judicial Law Clerk • Trust Law Attorney • Lawyers • Sales Representative • Sales Agent • Juris Doctor • Bachelor of Arts • Business Administrator • Operations Manager

Experience & Education

Company:
Rhoades McKee PC
Address:
161 Ottawa Avenue Northwest Suite 600, Grand Rapids, MI 49503 - Property Information
Phone:
(616) 233-5155 (Office), (616) 233-5269 (Fax)
Specialties:
Litigation - 50%(18 years)
Personal Injury - 25%(18 years)
Licenses:
Michigan - Active And In Good Standing     2006
Illinois - Voluntarily Inactive     2008
Experience:
Attorney at Rhoades McKee, P.C.     2006-present
Law Clerk at Rhoades McKee, P.C.     2005
School:
Valparaiso University School of Law     2006
Degree:
JD - Juris Doctor - Law
School:
Hope College     2003
Degree:
BA - Bachelor of Arts - Business Management
Languages:
English
Awards:
Rising Star - Michigan Super Lawyers     2012
Rising Star - Michigan Super Lawyers     2011
Associations:
Legal Aid of Western Michigan - Volunteer     2012-present
Grand Rapids Bar Association - Member

I focus my practice on general civil and commercial litigation.I havesuccessfully litigated...

Full Profile

Mike Serra Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Chief Executive • Operations Manager • Advisor • Non-Profit • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Project Managers • Analysts • Managers • Field Marketing Specialist • Marketing Administrator • Medical Assistant • Healthcare Support

Experience & Education

Position:
Vice President and Wealth Advisor at Comerica Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Comerica Bank - Greater Grand Rapids, Michigan AreaVice President and Wealth Advisorsince Oct 2010Northern Trust Vice President and ManagerApr 2007 - Oct 2010
Full Profile

Lee Silver Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Founding Member • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
Silver & Van Essen PC
Address:
300 Ottawa Ave, Nw - Suite 620, Grand Rapids, MI 49503
Phone:
(616) 988-5600 (Office), (616) 988-5606 (Fax)
Specialties:
Litigation - 60%(40 years)
Partnership - 10%(40 years)
Licenses:
Michigan - Active And In Good Standing     1984
Experience:
Founding Member at Silver & Van Essen, PC     2000-present
Partner at Buchanan, Silver & Beckering     1992-2000
School:
Indiana University School of Law     1984
Degree:
JD - Juris Doctor - Law
School:
University of Redlands     1981
Degree:
BA - Bachelor of Arts
Languages:
English
Awards:
Best Lawyers in America - Best Lawyers in America     2012
Michigan Super Lawyer - Michigan Super Lawyers     2006
Associations:
American Arbitration Association - Member
American Bar Association - Member
Full Profile

Chad Griffeth Grand Rapids, MI

Professions & Specialties

Fiduciary • Advocate • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Co-Founder • Chairperson • Regional Vice President • Founder • Founding Member • Chief Executive • Vice President • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Leader • Speaker • Advisor • Managers • Spokesperson • Representative • Psychology Specialist • Authoress • Author • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainers • Database Administration Professional • Database Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder | President at BeManaged
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
BeManaged Co-Founder | Presidentsince Feb 2006StraightLine Advisors Regional VPFeb 2003 - Jan 2006
Skills:
401(k) advice, fiduciary best practices, 401(k) advice regulations, 401(k) investment advice and...
Full Profile

Robert Vozza Grand Rapids, MI

Professions & Specialties

Articled Clerk • Fiduciary • Associate Attorney • Law Specialist • Lawyers • Trust Law Attorney • Producer • Account Service Manager • Client Service Officer • Customer Service • Property Manager • Real Estate Manager • Team Member

Experience & Education

Position:
Risk Management Attorney/Producer at Hub International
Location:
Grand Rapids, Michigan
Industry:
Insurance
Work history:
Hub International - Greater Grand Rapids, Michigan AreaRisk Management Attorney/Producersince Apr 2013Arthur J. Gallagher & Co. - Greater Grand Rapids, Michigan AreaRisk Management Attorney/ProducerJan 2012 - Apr 2013
Full Profile

Lisa Sandee Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Chair of Committee • Operations Manager • Chairperson • Chief Executive • Customer Service

Experience & Education

Position:
Account Executive at The Principal Financial Group
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
The Principal Financial Group Account Executivesince May 2011Global Forex Trading Manager of Compliance, Law and RegulationMay 2004 - Mar 2011
Full Profile

Megan Bahr Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Coordinator • Apprentice • Managers • Student Worker • Recognition • Volunteer • Non-Profit • Site Lead • Construction Specialist • Construction Laborer • Board Member • Management Team Executive • Operations Manager • Automotive Specialist • Automotive Professional • Food Server

Experience & Education

Position:
Production Coordinator at Autocam Medical
Title:
Production Coordinator - Medical
Location:
Greater Grand Rapids, Michigan Area
Industry:
Medical Devices
Work history:
Autocam Medical Production Coordinatorsince Jul 2010UHY Advisors Tax InternJan 2010 - Apr 2010
Full Profile

April Goff Grand Rapids, MI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Master of Science • Executive Compensation • Chief Administrative Officer • Chief Executive • Security • Supporting Member • Team Member • Senior Associate

Experience & Education

Position:
Senior Counsel at Warner Norcross & Judd LLP
Title:
Senior Counsel, Employee Benefits at Warner Norcross & Judd LLP
Location:
Greater Grand Rapids, Michigan Area
Industry:
Law Practice
Work history:
Warner Norcross & Judd LLP Senior Counselsince Jun 2010Seyfarth Shaw LLP Senior Associate, Employee Benefits and Executive CompensationApr 2007 - Jun 2010
Skills:
COBRA, Litigation, Executive Pay, Legal Issues, Alternative Dispute Resolution, Employment Law,...
Full Profile

Ginger Erickson Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Associate • Supplier • Sales Person • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Senior Associate, Retirement Services at Flynn Benefits Group
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Flynn Benefits Group Senior Associate, Retirement Servicessince Mar 2008OneAmerica Sales Consultant, Retirement ServicesFeb 2000 - May 2007
Skills:
Primarily 401(k)/Profit Sharing, 403(b), Occassionally 457, Defined Benefit
Full Profile

Michelle Hoexum Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Operations Manager • Medical Assistant • Healthcare Support

Experience & Education

Position:
Senior Vice President at US Trust
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
US Trust - Grand Rapids, MISenior Vice Presidentsince Aug 2010Comerica Vice President, Wealth AdvisorJun 2007 - Sep 2010
Full Profile

Kelly Hoezee Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Loan Officer • Loan Officers • Customer Service

Experience & Education

Position:
Account Executive at Principal Financial Group
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Principal Financial Group - Greater Grand Rapids, Michigan AreaAccount Executivesince Sep 2008Arbor Mortgage - Greater Grand Rapids, Michigan AreaLoan OfficerApr 2007 - Aug 2008
Certifications:
Series 7 & 66, NASD/FINRA
Life, Accident, Health and Variable Annuity Licensed, NASD/FINRA
Full Profile

Sara Vander Werff Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Community Service Manager • Advisor • Government Administration Professional

Experience & Education

Location:
Greater Grand Rapids, Michigan Area
Industry:
Government Administration
Work history:
PNC Bank, NA Vice President Trust AdvisorMar 2010 - Mar 2013National City Bank Vice President Fiduciary ManagementAug 2002 - Feb 2010
Languages:
English
Full Profile

Zachary Meyer Grand Rapids, MI

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Contractor • Counselor • Clerk • Advisor • Clerical Specialist • Independent Business Owners

Experience & Education

Position:
Attorney at Varnum, Riddering, Schmidt & Howlett
Title:
Attorney
Location:
Greater Grand Rapids, Michigan Area
Industry:
Law Practice
Work history:
Varnum, Riddering, Schmidt & Howlett - Greater Grand Rapids, Michigan AreaAttorneysince Sep 2010Cornell University (Office of University Counsel) - Ithaca, New York AreaClerkJun 2008 - Aug 2008
Skills:
Mergers, Business Acquisition, Alternative Energy, Healthcare, Community Banking, Corporate Law,...
Full Profile

Michael Baker Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Computer Scientists • Mathematician

Experience & Education

Position:
Apprentice at Summit Investment Guidance Partners LLC
Title:
Associate at Summit Investment Guidance Partners LLC
Location:
Grand Rapids, Michigan
Industry:
Financial Services
Work history:
Summit Investment Guidance Partners LLC - Greater Grand Rapids, Michigan AreaApprenticesince May 2009Fidelity Investments - Greater Boston AreaTechnology InternshipMay 2008 - Aug 2008
Full Profile

Scott Pruski Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Founder • Partner • Founding Member • Chief Executive • Guide • Tour Guide

Experience & Education

Position:
Guide & Partner at Summit Investment Guidance Partners LLC
Title:
Founder, Summit Investment Guidance Partners LLC
Location:
Grand Rapids, Michigan
Industry:
Investment Management
Work history:
Summit Investment Guidance Partners LLC - Greater Grand Rapids, Michigan AreaGuide & Partnersince Aug 2000Global Transition: Debt, Demographic, Entitlement & Pension Realities Survival GuideMar 2008 - Jul 2012
Full Profile

Tom Bryson Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Pilot • Mechanic • Advisor • Air Transportation Worker • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager / Investment Adviser / Participant Services at BeManaged
Title:
Portfolio Manager / Investment Adviser at BeManaged
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
BeManaged Portfolio Manager / Investment Adviser / Participant Servicessince Jan 2008Mission Aviation Fellowship Pilot / Mechanic1995 - 2004
Full Profile

Erin Zylman Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Business Development Manager • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President, Business Development Offficer at PNC Institutional Investments Group
Title:
Vice President, Business Development Officer with PNC Institutional Investments Group
Location:
Grand Rapids, Michigan
Industry:
Investment Banking
Work history:
PNC Institutional Investments Group - Greater Grand Rapids, Michigan AreaVice President, Business Development Offficersince Aug 2012PNC - Holland, MIBranch ManagerOct 2010 - Aug 2012
Certifications:
Series 7
Series 63
Full Profile

Chris Brigman Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Owner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
President at Brigman Wealth Management
Title:
President Brigman Wealth Management, Registered Investment Advisor, Accredited Investment Fiduciary (AIF), USAF Retired
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Brigman Wealth Management Presidentsince Feb 1995Brigman Wealth Management OwnerFeb 1995 - Oct 2012
Skills:
Investments, Retirement Planning, Insurance, Wealth Management, Fixed Annuities, Retirement,...
Certifications:
Accredited Investment Fiduciary, CEFEX
Registered Investment Advisor Series 65, CEFEX
Full Profile

Todd Overbeek Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Representative • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Investment Advisor Representative at Woodbury Financial Services
Title:
Investment Advisor Representative; Accredited Investment Fiduciary Analyst
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Woodbury Financial Services Investment Advisor Representativesince Sep 2007MassMutual Financial Group Registered Representative and Licensed AgentDec 1996 - Sep 2007
Full Profile

Kathleen Hogan Grand Rapids, MI

Professions & Specialties

Associate Attorney • Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Attorney at Miller Johnson
Location:
Grand Rapids, Michigan
Industry:
Law Practice
Work history:
Miller Johnson Associate Attorneysince May 2011Lesser, Lutrey & McGlynn, LLP AttorneyMar 2007 - May 2011
Full Profile

Rob Ervin Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Director • Chief Administrative Officer • Market Manager • Sales Manager • Chief Executive • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Regional Sales Director - Retirement Plan Services at Huntington National Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Huntington National Bank Regional Sales Director - Retirement Plan Servicessince Jan 2011Huntington National Bank Market Manager - West Michigan RPSMar 2002 - Dec 2010
Full Profile

Dan Tiesman Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Income Tax Preparer • Tax Preparer • Tax Accountant • Security

Experience & Education

Position:
AVP - Estate Tax at Fifth Third Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Fifth Third Bank AVP - Estate Taxsince Sep 1997
Full Profile

Kim Robidoux Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Resource Specialist • Conservation Scientist • Security Specialist • Security • Human Resource Manager • Recruitment

Experience & Education

Position:
Human Resource/Security Specialist at General Dynamics Land Systems
Location:
Greater Grand Rapids, Michigan Area
Industry:
Defense & Space
Work history:
General Dynamics Land Systems Human Resource/Security SpecialistCWC Textron Human Resource ManagerMay 2006 - May 2009
Full Profile

Sabrina Nyenhuis Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Professional at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Business Professionalsince Apr 2010JPMorgan Fiduciary OfficerDec 1990 - Apr 2010
Full Profile

Brenda Jackson Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive

Experience & Education

Position:
Owner at Ottawa Guardian Services
Title:
Fiduciary at Ottawa Guardian Services
Location:
Greater Grand Rapids, Michigan Area
Industry:
Individual & Family Services
Work history:
Ottawa Guardian Services Ownersince Jun 2009
Full Profile

James Klomparens Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Independent Fiduciary Consultant
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

Ryan Griffith Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Planner • Senior Planner • Residential Life Director • Apprentice • Guide • Office Assistant • Building Custodian • Residential Advisor • Advisor • Tour Guide • Office Clerk • Clerical Specialist • Cleaners • Director • Manager • Board Member • Chief Administrative Officer • Operations Manager • Management Team Executive • Chief Executive • Community Service Manager • Researcher • Survey Researcher • Doctor of Musical Arts • Bachelor of Arts • Government Administration Professional • Student Worker

Experience & Education

Title:
Planner at Michael Griffith Architects
Location:
Grand Rapids, Michigan
Industry:
Architecture & Planning
Work history:
Town of Bluffton - Bluffton, SCSenior PlannerMar 2013 - Jun 2013Michael Griffith Architects - Bluffton, SCPlannerFeb 2012 - Mar 2013
Full Profile

Eric Foster Grand Rapids, MI

Professions & Specialties

Law Specialist • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Project Manager • Non-Profit • Sports Trainer • Sports Trainers • Mathematics • Mathematician • Model • Project Managers • Media Relations Specialist • Media Specialist • Media Professional • Representative • Operations Manager • Deputy Manager • Chief Executive • Marketing Manager • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Marketing Administrator • Psychology Specialist • City Manager • Civil Servant

Experience & Education

Position:
Principal at Progress Strategies+, Community Governance Coach and Project Manager, Seeds of Promise ...
Title:
Principal at Progress Strategies+
Location:
Greater Grand Rapids, Michigan Area
Industry:
Civic & Social Organization
Work history:
Progress Strategies+ - Grand Rapids, MIPrincipalSelf Community Governance Coach and Project Manager, Seeds of Promisesince May 2011
s role as fiduciary for statewide college access program
Full Profile

Tammie Giovanni Grand Rapids, MI

Professions & Specialties

Accounts Payable Specialist • Controller • Accounting Clerk • Accounts Payable • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Construction • Warehouse Manager • Clerk • Contractor • Project Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Clerical Specialist • Financial Director • Financial Officer • Financial Manager • Project Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Accounts Payable Specialist at Turnkey Network Solutions
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Turnkey Network Solutions - Greater Grand Rapids, Michigan AreaAccounts Payable Specialistsince Dec 2011DV Acquisitions, LLC aba Desierto Verde, LLC - Scottsdale AZStaff AccountantMar 2011 - Sep 2011
Skills:
Quickbooks, Payroll, Accounting, Accounts Payable, Accounts Receivable, General Ledger, Invoicing,...
fiduciary
Full Profile

Dirk Racette Grand Rapids, MI

Professions & Specialties

Owner • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Position:
CEO at CALDER INVESTMENT ADVISORS, CEO at Calder Investment Advisors
Title:
Owner of Calder Investment Advisors
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
CALDER INVESTMENT ADVISORS CEOsince May 2007Calder Investment Advisors CEOsince Apr 1996
401,k,Fiduciary Advice Group
Full Profile

Jackson Fox Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Mathematics • Mathematician • Sports Trainer • Sports Trainers • Agent • Sales Representative • Athletes • Mathematical Science Teacher • Fundraiser • Fundraising Officer • Advisor • Insurance Actuary • Statistician • Data Analyst • Computational Scientist • Computer Specialist • Data Entry Specialist • Data Scientist • Computer Scientists • Master of Science • Bachelor of Science • Captain • Government Administration Professional • Automotive Specialist • Automotive Professional • Financial Officer • Financial Manager • Chief Executive • Community Service Manager • Student Worker

Experience & Education

Position:
Adjunct Professor of Statistics and Mathematics at Grand Rapids Community College, Head Boys Cross...
Title:
Adjunct Professor of Statistics and Mathematics
Location:
Greater Grand Rapids, Michigan Area
Industry:
Primary/Secondary Education
Work history:
Grand Rapids Community College - Grand RapidsAdjunct Professor of Statistics and Mathematicssince Jan 2011Grand Rapids Catholic Central High School - Grand RapidsHead Boys Cross Country and Track & Field Coachsince Aug 2001
Certifications:
Online and Hybrid Instructor Certification, Grand Rapids Community College
Professional Education Certificate, Michigan Department of Education
Full Profile

Steve Osterink Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Partner • Operations Manager • Director of Operations • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Bachelor of Business Administration

Experience & Education

Position:
Partner at Schipper & Osterink
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Schipper & Osterink Partnersince Dec 2004Schipper & Osterink Operations ManagerJan 2001 - Dec 2004
Skills:
Investment Management, Investment Policy Statement Development, Investment Strategy Presentation,...
..and the Accredited Investment Fiduciary
Full Profile

Kevin Jarchow Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Owner • Operations Manager • Chief Executive • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Corporate Executive • Management Team Executive • Deputy Manager • Certified Medical Assistant • Medical Assistant • Healthcare Support • Sales Person • Sales Representative • Volunteer • Advisor • Pilot • Organization Management • Public Relations Professinal • Non-Profit • Air Transportation Worker • Master of Business Administration • Bachelor of Science • Master of Science • Advertising Professional • Advertising Sales Agent • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Wealth Manager at West Michigan Wealth
Title:
Wealth Manager, West Michigan Wealth Management, LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
West Michigan Wealth Wealth Managersince Jun 2005Grandville/Jenison Chamber of Commerce Member2004 - 2012
Skills:
Estate Planning
Full Profile

Steve Osterink Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Partner • Operations Manager • Director of Operations • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Bachelor of Business Administration

Experience & Education

Position:
Partner at Schipper & Osterink
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Schipper & Osterink Partnersince Dec 2004Schipper & Osterink Operations ManagerJan 2001 - Dec 2004
Skills:
Investment Management, Investment Policy Statement Development, Investment Strategy Presentation,...
..and the Accredited Investment Fiduciary
Full Profile

Case Reimus Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Director • Vice President • Partner • Development Director • Chief Administrative Officer • Operations Manager • Chief Executive • HR Manager • Food service • Counselor • Supporting Member • Representative • Advisor • Team Member

Experience & Education

Position:
Associate Broker at NAI West Michigan
Location:
Greater Grand Rapids, Michigan Area
Industry:
Real Estate
Work history:
NAI West Michigan Associate Brokersince Jul 2008Grubb & Ellis|Paramount Commerce Associate Broker2001 - 2008
Skills:
Commercial real estate: retail business seasoning, acquisition, disposition, and development of...
Case believes it is his fiduciary responsibility to represent one concept..
Full Profile

Megan Shier Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Business Unit Manager • Business Administration Specialist • Operations Manager • Coordinator • Non-Profit • Managers • Blogger • Authoress • Author • Board Member • Management Team Executive • Recognition • Volunteer • Organization Management • Bachelor of Business Administration • Site Lead • Construction Specialist • Construction Laborer • Automotive Specialist • Automotive Professional • Student Worker • Food Server

Experience & Education

Position:
Business Unit Manager at Autocam Medical
Title:
Business Unit Manager
Location:
Greater Grand Rapids, Michigan Area
Industry:
Medical Devices
Work history:
Autocam Medical - Kentwood, MIBusiness Unit Managersince Jul 2010Live To Give Foundation - Bloomfield Hills, MIBloggerOct 2010 - Jan 2011
Skills:
Customer Service, Sales Management, Business Development, Time Management, Creative Writing,...
Completed fiduciary trust returns
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Jeremy Deppe Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Executive Officer • Treasurer • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Plant Manager • Production Manager • Guide • Tour Guide • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Manager at Spring Meadow Nursery
Location:
Greater Grand Rapids, Michigan Area
Industry:
Wholesale
Work history:
Spring Meadow Nursery General Managersince Oct 2004AnchorPoint Christian School - Wyoming, MITreasurer - Finance CommitteeMar 2010 - May 2012
Languages:
Spanish
Monitor pension plan assets and limit fiduciary liability exposure
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Levi Boldt Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Investment Analyst • Puchasing and Estimating Manager • Security • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Financial Manager • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Community Service Manager • Bachelor of Science • Government Administration Professional • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Investment Analyst at City of Grand Rapids
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
City of Grand Rapids - Greater Grand Rapids, Michigan AreaInvestment Analystsince Nov 2012Transamerica - West MichiganRetirement Plan SpecialistOct 2007 - Jun 2012
Skills:
Insurance, Tax, Retirement Planning, Retirement, Investments, Employee Benefits, Retirement Plans,...
401,k,Fiduciary Advice Group
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Doug Van Der Aa Grand Rapids, MI

Professions & Specialties

Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Leader • Speaker • Managers • Spokesperson • Representative • Associate Professor • Lecturer • Postsecondary Teacher • Sailor • Tax Consultant • Tax Accountant • Training Specialist • Workforce Development Specialist • Training and Development • Juris Doctor • Operations Manager • Water Transportation Worker

Experience & Education

Position:
Seminar Leader at Federal Tax Workshops, Inc.
Title:
Seminar Leader
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Federal Tax Workshops, Inc. Seminar Leadersince Jan 2005Hope College Visiting Assistant Professor of AccountingJan 2011 - May 2011
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Constance Brigman Grand Rapids, MI

Professions & Specialties

Attorney At Law • Law Specialist • Lawyers • Jurist • Legal Counsel • Trust Law Attorney • Chief Administrative Officer • Chief Executive • Representative • Chairperson • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Member, Forms Committee for Guardianships and Conservatorships at Michigan Supreme Court...
Title:
Member, Forms Committee for Guardianships and Conservatorships at Michigan Supreme Court Administrative Office
Location:
Greater Grand Rapids, Michigan Area
Industry:
Law Practice
Work history:
Michigan Supreme Court Administrative Office Member, Forms Committee for Guardianships and Conservatorshipssince 2012Probate and Estate Planning Council Membersince 2009
Skills:
Estate Planning, Guardianships, Conservatorships, Long Term Care Planning, Trust administration,...
Fiduciary
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Ronald Surksum Grand Rapids, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Food service • Volunteer • Non-Profit • Chief Executive • Human Resources Specialist • Recruitment • Governor • Government Administration Officer • Civil Servant • General Practitioner • Physician • Nurse • Nurse Practitioner

Experience & Education

Position:
Certified Financial Planner (TM) at Advanced Asset Management, LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Advanced Asset Management, LLC Certified Financial Planner (TM)since Jan 1997IDS / American Express Financial Advisors Financial Paraplanner / AnalystFeb 1992 - Jun 1997
Skills:
I am a family practitioner, I review your financial position and consult on ways for you to improve ...
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Doug Aa Grand Rapids, MI

Professions & Specialties

Of Counsel • Fiduciary • Law Specialist • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Leader • Speaker • Managers • Spokesperson • Representative • Associate Professor • Lecturer • Postsecondary Teacher • Sailor • Non-Profit • Manager • Operations Manager • Fisher • Tax Consultant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Training Specialist • Workforce Development Specialist • Training and Development • Agent • Sales Representative • Juris Doctor • Property Manager • Real Estate Manager • Water Transportation Worker

Experience & Education

Position:
Seminar Leader at Federal Tax Workshops, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Federal Tax Workshops, Inc. Seminar Leadersince Jan 2005Grand Valley State University Visiting Assistant ProfessorAug 2009 - Jun 2010
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Stephanie Matthysse Grand Rapids, MI

Professions & Specialties

Trust Law Attorney • Lawyers • Notary • Chief Administrative Officer • Chief Executive • Non-Profit • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Business Administrator • Team Member • Administrative Clerk • Managers • Bachelor of Business Administration • Client Service Officer • Customer Service

Experience & Education

Position:
Seeking New Employment Opportunity at Self
Title:
Administrative Professional Seeking New Opportunity
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Self Seeking New Employment Opportunitysince Aug 2012Cornerstone Investments Landlord1998 - 2013
Developed procedures for Fiduciary Team
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Jeffrey Palmer Grand Rapids, MI

Professions & Specialties

Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Adjunct Instructor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Economist • Juris Doctor • Certified Medical Assistant • Medical Assistant • Healthcare Support • Chief Executive • Financial Manager • Managers • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Estate Planning Attorney at Jeffrey Palmer, PLC, Adjunct Instructor at Grand Valley State University
Title:
Estate Planning Attorney
Location:
Greater Grand Rapids, Michigan Area
Industry:
Law Practice
Work history:
Jeffrey Palmer, PLC - Holland, MIEstate Planning Attorneysince 2011Grand Valley State University - Greater Grand Rapids, Michigan AreaAdjunct Instructorsince 2011
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