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OUR TEAM

GuideStream Financial Advisers

Board of Directors

Leadership

Mark Olson, CIMA®, AIF®

President & CEO

Josh Adams COO and vice president

Joshua Adams, MBA

COO, Vice President – FMLF

Tim Burkhart chief legacy officer

Tim Burkhart, CGPP

Chief Legacy Officer

Joe Crupper Chief Trust Officer & Investment Manager

Joe Crupper, CPA, CGMA

Chief Trust Officer & Investment Manager

Chris Debacker Vice President – Estate Planning

Chris DeBacker, CLU®, ChFC®, CGPP

Vice President – Estate Planning

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

Beth Hall Chief Financial Officer

Beth Hall, CPA, CGMA

Chief Financial Officer

Kirk Hoffman Vice President – Financial Planning

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

Vice President – Financial Planning

Mac Macaluso Vice President – Business Development

Stephen "Mac" Macaluso

Vice President – Business Development

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

Regional

Serving: Oregon, Pacific Northwest,
Reach, Sierra Pacific

Erasmo Capellan Regional Representative

Erasmo Capellan

Regional Representative

Serving: Acts 12:24

Carol Duberowski Regional Representative

Carol Duberowski

Regional Representative

Serving: Pacific Coast Japanese,
Reach, Southern California, The River

Arnie Brann Regional Vice President

Arnie Brann

Regional Vice President

Serving: Oregon, Pacific Northwest,
Reach, Sierra Pacific

Dave Moffitt Regional Representative

Dave Moffitt

Regional Representative

Serving: Southeast Region, Southern Michigan, Wabash

GuideStream Financial Advisers

Scott Blakemore GuideStream Financial Adviser

Scott Blakemore, CKA®

GuideStream Financial Adviser

Conner_Levi (2).jpg

Levi Conner

Financial Coach

Jen DeBiasi GuideStream Financial Adviser

Jen DeBiasi, MBA

GuideStream Financial Adviser

Ridge Foco GuideStream Financial Adviser

Ridge Foco

GuideStream Financial Adviser

Caitlin Koppelman GuideStream Financial Adviser

Caitlin Koppelman, AAMS™, FSCP®

GuideStream Financial Adviser

Administrative

Donna Bentle Client Care Specialist - FMLF

Donna Bentle

Client Care Specialist - FMLF

Madyson Fernandes Client Care Associate

Madyson Fernandes

Client Care Associate

Lauria Frisbie Trust Tax & Accounting Administrator

Laurie Frisbie

Trust Tax & Accounting Administrator

Michelle Gleason Accounting Assistant

Michelle Gleason

Accounting Assistant

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Danette Harper Legal Assistant | Manager of Marketing and Communications

Danette Harper

Legal Assistant | Manager of Marketing and Communications

Jeanne Holton Estate Process Administrator

Jeanne Holton

Estate Process Administrator

Debb Lyon Client Care Specialist - GSF

Debb Lyon

Client Care Specialist - GSF

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Tim Lyons Estate Planning Assistant

Tim Lyons

Estate Planning Assistant

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Shelia Nunthoolall Manager – Trust Administration

Sheila Nunthoolall, MAOM®

Manager – Trust Administration

Lori Pelman Operations Manager - GSF

Lori Pelham

Operations Manager - GSF

Nate Salsbury Estate Process Assistant

Nathan Salsbury

Estate Process Assistant

Patty Shaffer Client Care Specialist - FMLF

Patty Shaffer

Client Care Specialist - FMLF

Mel Smith Administrative Assistant

Mel Smith

Administrative Assistant

Tami Weaver Controller

Tami Weaver, CPA

Controller

Dawn Weidman Client Care Specialist - GSF

Dawn Weidman

Client Care Specialist - GSF

Amy Wise Gift and Data Administrator

Amy Wise

Gift and Data Administrator

Leadership

Regional

Advisers

Administrative

Board of Directors

Bradley Button, M. Div.

Executive Director of LRG Impact

William Crothers, Ph.D.

Vice Chairman

President Emeritus of Roberts Wesleyan University

Daryl Miller, MBA, CPA

Founder / Owner / CEO

Fischer Companies

Andrea Shields

Realtor at Keller William Realty

Caleb (Kwok Cheung) Chan, Ph.D.

Dean of the Gainey School of Business at Spring Arbor University

David Goodnight, LLM, JD

Chairman

Attorney & Partner at Stoel Rives

Mark Olson, CIMA®, AIF®

President & CEO

FM Financial

Charles Toy, JD

Treasurer

Retired Attorney and Associate Dean of Career and Professional Development at Western Michigan University - Thomas M. Cooley Law School

D. Keith Cowart, D.Min.

Bishop of The Free Methodist

Church – USA

Eric Logan

Retired IT Enterprise Architect and Project Manager for the City of Rochester (NY)

Lawrence Roberts

President of KMTR Television, LLC

and Roberts Media, LLC

Matthew Whitehead, D.Min.

Bishop Emeritus of The Free Methodist Church - USA

Board

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