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Our Team

Committed to upholding the highest standards for integrity, transparency, and accountability.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Collin Dawes, CFP®


(616) 548-6901

(855) 270-7210

Founder Collin B. Dawes has served as a financial planner since 1999. He received a Bachelor’s degree in Finance from Western Michigan University in 1997. Collin holds the General Securities Representative Exam (Series 7) through...

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Nicole Dawes

Operations Manager

(616) 548-6902

Senior Managing Director/Operations Manager Nicole M. Dawes has been in the financial industry since 1999. She received her Bachelor’s in Business Administration and Economics from Aquinas College and minored in Spanish at Grand...
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Rose A. Nemecek

Executive Administrative Assistant

(616) 548-6903

Executive Administrative Assistant Rose A. Nemecek started in the financial industry in 2001 after high school and spent seven years working as an Executive Assistance. After going back to school for her Bachelor’s in Business...
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Nichole S. Achram

Client Services Associate

(616) 548-6904

Client Services Associate Nichole S. Achram has an extensive background in the corporate, banking and insurance industries. She received her Bachelor’s in Business Administration from Michigan Technological University. Throughout...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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