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Daniel Christopher Vasko

Daniel is a native of Camden, MI, in Hillsdale County. He graduated from Hope College in 2007 and has lived in the Grand Rapids area ever since. In addition to managing trusts, he has been funding and settling trusts for estate planning attorneys for the last ten years. He is also a member of the In...

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Cindy Vallera

Cindy joins us after a 35 year career with a major airline where she held administrative and management positions in Labor Relations, Corporate Legal, Finance and Inflight Service.  Cindy’s expertise in administration and process management is helping us create a streamlined, efficient office experi...

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Tamaira Suwanski

Tami joins us after 15 plus years in the banking industry, specifically in a wealth management role.  Tami’s experience has created a passion for ensuring that our clients are educated and well versed on wealth protection and helping direct them in a manner that is customized to their personal wishe...

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Gaetana Saletta

After 36 years working in the Intelligence Community both as a Lt Col in the USAF and contractor, Tana retired to take some time off.  Retirement just wasn’t her thing so a re-invention was in order:  working retail, nannying to a great niece, becoming an approved veterinary assistant, and finally m...

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Maritess T. Bott

Maritess has been practicing law for over 20 years. She started her career at two boutique law firms in downtown Chicago that specialized in estate and business planning for high net worth individuals and families. It was there that she honed the skills and expertise to identify a clients’ objective...

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