Jeff Wierenga

Jeff Wierenga

Financial Consultant

Phone: 616-942-7680
Fax: 616-942-6389
E-mail:


Our mission is to become the most trusted advisors for the families and foundations we serve. We apply over 40 years of combined financial markets experience to every decision we make. We offer comprehensive, objective financial advice to clients who desire a high level of personal service. We work for our clients as we do for our own families and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.

Our investment management process begins by discussing your goals, objectives and risk tolerance with you. We then use that information to develop a custom asset allocation strategy. We present a plan to you, including specific investments, to help you reach your goals. If necessary, we will modify the allocation until we reach a mix that makes you comfortable. After the plan is put into action, we constantly monitor changes in the economy and market that could affect your portfolio. We evaluate managers, monitor performance, and rebalance the portfolio on a pre-determined basis. We also will recommend adjustments to your portfolio and investments, if necessary, to address changes in goals, lifestyle, or other factors.

We would be happy to assist you in your estate planning, retirement planning, transferring wealth to others, charitable giving, business succession planning and risk management.

We believe that our superior client service sets us apart from the rest. We do comprehensive client reviews in conjunction with your asset allocation plan. We can provide you with fundamental research from firms like Standard & Poor’s and Wells Fargo and technical research from Dorsey, Wright and Associates among many other sources. With your permission, we will work with your legal, accounting or other advisors to better construct and execute your plan. Most importantly, because of our structure, it is rare for Don, Jeff and Julie to be out of the office at the same time, ensuring that you get an efficient and accurate answer to any question you might have. 

Jeff is a native of Grand Rapids and a graduate of Western Michigan University with a BBA in Finance. Since 2004 he has been a Financial Consultant and Investment Banking Associate with Centennial Securities.

Jeff lives in Clarksville with his wife and three children. 

To view Don's biography, click here.