Broker Check


Ryan Bassett ChFC


(616) 419-3120

Ryan is a 1999 graduate of Central Michigan University and has been a Financial Advisor since 2000. Integrity, hard work and diligence in promptly serving the needs of his clients is at the core of what Ryan delivers and how he...
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Janet Leone

Office Manager



Janet, who has over thirty years of office administration and management experience, is someone who takes a long term perspective. That's evidenced by the thirty marathons she completed, her thirty-five plus year marriage and her...

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Sherri Wager




Sherri, who enjoys horseback riding and showing horses, make it her focus to provide for the ongoing service needs of our valued clients. When not tending to our clients or her horses, Sherri enjoys spending time with her family.

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