Our Team
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Jerry B. Love, CPA, CFP Jerry B. Love, CPA, CFP, Principal, earned a Bachelor of Business Administration and a Masters of Business Administration from the University of Notre Dame. He is a Certified Public Accountant and Certified Financial Planner with over 50 years experience in investment management and public accounting. He has served as a co-fiduciary to high net-worth individuals and their families. Jerry holds memberships in the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.
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Dorsey M. Martin, CMA, IACCP Dorsey M. Martin, CMA, IACCP, Principal, Manager of Operations and Chief Compliance Officer, earned a Bachelor of Business Administration degree from Western Michigan University. She is a Certified Management Accountant and Investment Advisor Certified Compliance Professional with over 30 years of experience in the field of investment management. She holds membership in the Institute of Certified Management Accountants.
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Michael L. Mueller, CFA Michael L. Mueller, CFA, Principal, earned a Bachelor of Arts degree from Kalamazoo College and a Master of Business Administration from Western Michigan University. He is a Chartered Financial Analyst and has over 40 years of experience. Mike served as an Adjunct Professor of Finance at Western Michigan University and holds membership in the CFA Institute and the CFA West Michigan Society.
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Charles J. Ybema Charles J. Ybema, Wealth Advisor, earned a Bachelor of Business Administration degree from Grand Valley State University and a Master of Arts-Applied Economics from Western Michigan University. He has over 20 years’ experience in the industry. He has served as an Adjunct Instructor of Economics and Business at ITT Technical Institute and Northwood University and is a member of the West Michigan CFA Society.
Our operations and client service team
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Lisa Adams
Administrative Assistant
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Susan Perkins
Administrative Assistant