Experience: Started career in 2015

Education: B.B.A. from Grand Valley State University

Pete enjoys building meaningful relationships with clients and helping them navigate complex financial decisions to help them toward their financial and personal goals. He has a genuine interest in learning clients’ life stories and experiences, which helps him provide thoughtful, personalized guidance.

Outside of work, Pete and his wife, Amy, are proud parents to their son, Cass. Their family also includes two dogs, Otis and Reggie. Pete enjoys golfing in the summer, plays hockey year-round, and is an avid fan of the Detroit Red Wings and Detroit Lions. He and Amy love to travel and have a goal of visiting all 50 states together. In their free time, Pete and his family enjoy relaxing at their family’s cottage on Lake Ogemaw in West Branch, Michigan.

Experience: Started career in 2009

Education: B.S. Finance

Kyle is committed to ensuring that his clients are holistically cared for and thriving. He feels blessed and fortunate to work with great people and team members.

Kyle lives in the country and is happily married with four children. One of his favorite activities is helping his kids raise pigs, chickens, and turkeys. God, family, and clients are the three most important things in his life. He enjoys an active lifestyle that includes hunting, fishing, golfing, and coaching his children’s sports teams.

When it comes to giving to charitable causes, Kyle is a proud supporter of his church, three different missionaries, and Oakland Family Services.

Experience: Started career in 2017

Education: B.S. Finance

Kade is passionate about Modern Wealth’s unique take on comprehensive retirement planning. He loves the work we do for our clients and helping them toward their financial goals.

Along with leading clients, Kade teaches and leads a 200+ person young adult church ministry on Thursday nights where he loves to pour into 18–30-year-olds and help guide them through their faith and lives.

Kade lives a very active lifestyle, loves the outdoors, and enjoys anything that can broaden or deeper his knowledge in all things financial planning.

Experience: Advisor since 1990 

Education: Bachelor’s Degree in Accounting and Finance from Oral Roberts University 

With more than 30 years of experience in the financial services industry, Ken has extensive experience in providing strategies to retirees and pre-retirees to help protect and preserve their principal.

Ken and his wife, Beth, have been married for over 30 years. They have three children and one granddaughter.

He enjoys spending time with his family, boating, fishing, kite boarding, and is actively involved in his church.