Meet the Team
Our Locations
Select one of our locations below.Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Cascade | Chesterfield | Elkhart | Grandville | Holland | Kent City | Marshall | Mequon | Monticello | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
Grand Rapids, MI
3333 Evergreen NE, Suite 200, Grand Rapids, MI 49525
Jeff Barbrick
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Jeff Barbrick
Professional ServicesPersonal and Business Insurance
Life Insurance
Investments
College Funding Strategies
Long Term Care Insurance
Retirement Funding Strategies
Estate Conservation Strategies
Retirement Plans
Professional Qualifications
Graduate of Grand Valley State University with B.A. in Finance
Personal Information
Raised in Byron Center, MI
Married to Michelle and father of two daughters, Peyton and Alyssa
Tucker Fahlen
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Tucker Fahlen
Mission StatementMy mission is to make a positive impact in the lives of my clients and to provide highly individualized personal service that will help clients achieve their financial goals through an informed decision-making process.
Professional Services
Financial Needs Analysis
Customized Financial Strategies
Life Insurance
College Funding Strategies
Retirement Strategies
Professional Qualifications
Taylor University, Upland, Indiana
- Bachelor of Arts Management
- Minor in Spanish
I currently hold Series 7 and 66 registrations
Licensed to sell Life and Health Insurance
Personal Information
I grew up in Rockford, MI and I am proud to call West Michigan my home My wife Kara and I worship at Crossroads Church in Grand Rapids I enjoy golfing, running, sailing, water sports, and learning to do new things.
Robert C. Fogg
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Robert C. Fogg
My CommitmentMy Mission is to carefully identify the needs and objectives of my clients and then suggest the appropriate products and services to help them meet their goals.
Professional Qualifications
Graduate of Grand Rapids Community College & Aquinas College - BSBA, Economics & Business Administration
MBA from Western Michigan University in Business Administration with a Finance concentration
40+ years in the Insurance and Financial Services Industry
National Association of Financial Advisors (NAIFA) Member
Personal
Born and raised in Grand Rapids, Michigan
Retired from US Marine Corps, 100% Disabled Veteran
Married to Helen, two children Julie Reyers & Jeremy Fogg
Five Grandchildren: Kyla, Maddie Elena, Brendon & Harrison
Alison A. Gillhespy
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Alison A. Gillhespy
Alison A. Gillhespy began her career in the financial services industry in January 1999, as an Assistant to the General Agent. This enabled her to learn and understand the broad realm of the financial services industry.As Alison's experience and knowledge broadened, she became involved with compliance. Upon achieving her Life, Accident & Health license Alison was promoted to the role of Agency Compliance Specialist in March 2001 and obtained her Series 7. In addition to her compliance responsibilities, in the winter of 2003, an opportunity arose to manage the Operations for VantagePointe Financial Group. With much enthusiasm, Alison has confidently took ownership of this important task.
Alison primarily acts as the liason between associates, management and marketing of VantagePointe Financial Group and industry Compliance organizations. Her unique understanding of current compliance focus and firm processes ensure VantagePointe conforms to industry standards.
Bronson Hindman
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Bronson Hindman
PhilosophyMy mission is to carefully identify the needs and objectives of my clients and then help determine the appropriate products and services to help them meet their specific goals.
Professional Qualifications
13+ years of Investment and Insurance Services
Graduate of Central Michigan University
Series 6, 63 & 65 Licensed
Licensed to Offer Life, Health, and Property and Casualty Insurance
Personal Information
Born in Ludington, MI
Attended High School in Midland Michigan
Member of the Kent County Conservation League
Resides in Ada, MI with wife Aniss and son Emery
Howard J. Hirdes
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Howard J. Hirdes
ObjectiveMy commitment is providing inclusive financial strategies to my clients while educating them to help give a better understanding of the rationale behind setting financial goals and preparing for the future. On a daily basis, I strive to assist each person I meet in setting and obtaining their individual financial goals. By working closely with my clients and building a personal relationship, I am able to be of assistance as we implement their plans to help secure their future and the future of their families. My goal is to help business owners, individuals, and families design the right strategies to keep them financially sound and confident. Most importantly, I hope I make a positive difference for each of my clients.
Professional Focus Personal and Business Insurance Planning
Long-Term Care Insurance
Life Insurance
Disability Income Insurance
Retirement Funds and Strategies
Personal Financial Analysis
College Funding Strategies
Business Succession Strategies
Personal and Business Investments
Mutual Funds
Annuities
IRA's: Roth and Traditional
401(k): Rollovers
Brokerage Services
Tony Mis
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Tony Mis
My PhilosophyTo help my clients carefully determine their financial goals and strategically develop appropriate financial strategies to accomplish them.
Professional Qualifications
15+ years experience
Honors graduate of Eli Broad School of Business
Michigan State University
Professional Services
Retirement Planning Strategies
IRAs
Roth IRAs
Mutual Funds
Annuities
529 / College Funding
Life Insurance
Long-term Care Insurance
Disability Income Insurance
Personal
Born and raised in Reed City, Michigan
Lived in East Lansing, MI while attending Michigan State University
Now resides in Sparta, MI with wife, Jennelle, and two sons Griffin and Grayer
Matthew Nickels
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Matthew Nickels
Professional Qualifications:- College for Financial Planning: CFP®
- Western Michigan University: B.A.
- Series 7, 66
- Life, Health, Disability, and Long Term Care Insurance
Mission Statement:
My mission is to help my clients define and achieve their goals. As a CERTIFIED FINANCIAL PLANNER™, I will act with integrity, objectivity, competence, fairness, privacy, professionalism, and diligence.
Professional Services:
- Comprehensive Financial Planning
- Investment and Portfolio Management
- Risk Management Analysis
- Retirement and Estate Planning
Personal:
Grand Rapids transplant. Husband to a wonderful wife. Father to two wonderful kids. I enjoy these things in descending order of proficiency: reading, wine, writing, cooking, taking things apart, crafting, hunting, woodworking, putting things back together.
Lu Paletta
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Lu Paletta
Mission StatementMy mission is to make a positive impact in the lives of my clients and their families by providing highly individualized personal service that will help them achieve financial goals through an informed decision-making process.
Professional Services
- Financial Needs Analysis
- Customized Financial Strategies Life Insurance
- College Funding
- Retirement Strategies
- Health and Medicare Insurance/Planning
Professional Qualifications
- Western Michigan University, Kalamazoo, Michigan
- Master and Bachelor of Business Administration
- I currently hold Series 6, 63 & 65 registrations
- Licensed to sell Life, Health, Disability and Long Term Care Insurance
- Licensed to sell Property and Casualty Insurance
- Master and Bachelor of Business Administration
Personal Information
- Currently reside in Grand Rapids, MI
- Daughter Arianna is a Criminal Justice major at Ferris State University in Big Rapids
- Adjunct Professor of Marketing at Aquinas College
- Member and usher at St. Robert of Newminster Church in Grand Rapids, Michigan
- Member Forest Hills Business Association, Woman’s Life Insurance Society, Grand Rapids Economic Club
A second generation Financial Advisor, I grew up in Harrison Township, MI and now call West Michigan my home. I enjoy scrapbooking, live theatre, reading and am an avid autograph collector; always looking for a new signature for my collection.
