Broker Check

Family Office Professionals

Meet our Family Office Team

Matt Rzepka, CPA, CFP®

Matt Rzepka, CPA, CFP®

Chief Wealth Strategist

Matt O'Neill

Matt O'Neill

Family Office Manager

(269) 492-7220

Alicia  Kovach

Alicia Kovach

Chief Operating Officer

Mary Veltkamp

Mary Veltkamp

Financial Planning Data Analyst

Candice Fritz

Candice Fritz

Administrative Director

269-492-7220