Broker Check

Our Team

Learn more about our amazing team of professionals.

Matt Rzepka

Matt Rzepka

Owner - Chief Wealth Strategist

269-492-7220

Julie  Vlietstra

Julie Vlietstra

Chief Operating Officer

(269) 492-7220 ext 205

(866) 347-7224

Matt Miller

Matt Miller

Managing CPA

(269) 492-7220 ext 231

(866) 347-7224

Rose Riemens-Birdsall

Rose Riemens-Birdsall

Office Administrator

(269) 492-7220 ext 214

(866) 347-7224

Matt O'Neill

Matt O'Neill

Executive Assistant

(269) 492-6993

Alicia  Kovach

Alicia Kovach

Director of Client Relationships

269-492-7220

William  Watts

William Watts

Staff Accountant

(269) 492-7220

(866) 347-7224