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Leadership

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Mark Olson, CIMA®, AIF®

President & CEO

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Joshua Adams, MBA

Vice President – FMLF, CIO

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Tim Burkhart, CGPP

Chief Legacy Officer

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Joe Crupper, CPA, CGMA

Chief Trust Officer & Investment Manager

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Chris DeBacker, CLU®, ChFC®, CGPP

Vice President – Estate Planning

Serving: Central Region, East
Michigan, North Central, North 
Michigan, Ohio, Southern Michigan

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Beth Hall, CPA, CGMA  

Chief Financial Officer

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Kirk Hoffman, CFP®, ChFC®, CLU®, MPAS™

Vice President – Financial Planning

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Dan Kurtz

Senior Vice President, COO

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Mac Macaluso

Vice President – Business Development

Serving: Genesis, Keystone,
New South, The Harvest, Wabash

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Richard Morton    

Manager - Strategic Initiatives

Regional

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Arnie Brann

Regional Vice President

Serving: Oregon, Pacific Northwest,
Reach, Sierra Pacific

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Erasmo Capellan

Regional Representative

Serving: Acts 12:24

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Carol Duberowski

Regional Representative

Serving: Pacific Coast Japanese,
Southern California, The River

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Dave Moffitt

Regional Representative

Serving: Southeast Region

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Chiyo Palen

Regional Representative

Serving: Gateway

GuideStream Financial Advisers

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Scott Blakemore, CKA®

GuideStream Financial Adviser

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Jen DeBiasi, MBA

GuideStream Financial Adviser

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Ridge Foco

GuideStream Financial Adviser

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Caitlin Koppelman, AAMS™, FSCP®

GuideStream Financial Adviser

Administrative

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Donna Bentle

Client Care Specialist - FMLF

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Madyson Fernandes

Client Care Associate

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Laurie Frisbie

Tax and Accounting Administrator

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Michelle Gleason

Accounting Assistant

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Rafael Gonzalez, AFC®

Client Care Specialist - FMLF

Technical Support Specialist

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Danette Harper

Legal Assistant | Manager of Marketing and Communications

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Jeanne Holton

Estate Process Administrator

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Debb Lyon

Client Care Specialist - GSF

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Tim Lyons

Estate Planning Assistant

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Sheila Nunthoolall, MAOM®

Manager – Trust Administration

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Lori Pelham

Operations Manager - GSF

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Nathan Salsbury

Estate Process Assistant

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Patty Shaffer

Client Care Specialist - FMLF

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Mel Smith

Administrative Assistant and Governance Specialist

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Tami Weaver, CPA     

Accountant

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Dawn Weidman

Client Care Specialist - GSF

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Amy Wise

Gift and Data Administrator

Leadership
Regional
Advisers
Administrative
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