The Gortsema-Roberts Group
Integrity, Trust, Service, and Prudent Guidance are Paramount to Our Combined Success
We have been working with individuals and businesses in the investment community for a combined total of more than 50 years. Our collaborative approach allows our team to incorporate a diverse set of knowledge and experience to develop customized strategies for successful business owners, families, and individuals with the objective of preserving and helping them grow wealth over multiple generations.
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Barth Roberts, Senior Vice President/Investments, has over 30 years of experience in the financial services industry. He holds the Series 7, 63, and 65, as well as Life, Health, and Variable Insurance licenses. Barth earned a bachelor's degree in Economics from Calvin College and currently serves as Board President of Hope Academy of West Michigan. robertsb@stifel.com | (616) 224-1556 direct
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Brett Gortsema, Senior Vice President/Investments, has over 20 years of experience in the financial services industry. He holds the Series 7, 63, and 65, as well as Life, Health, and Variable Insurance licenses. Brett earned a Master of Business Administration from Western Michigan University and a bachelor's degree in Manufacturing Engineering Technology from Ferris State University. gortsemb@stifel.com | (616) 224-1570 direct
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Matt Ehinger, ChFC®, Financial Advisor Associate, has over 15 years of experience in the financial services industry. He holds the Series 7 and 66, the ChFC® designation, as well as Life, Health, and Variable Insurance licenses. Matt earned a bachelor's degree in Economics from the University of Michigan. ehingerm@stifel.com | (616) 224-1569 direct
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Denise Dillon, Registered Client Service Associate, has over four years of experience in the financial services industry. She holds the Series 7 and 66 licenses. dillond@stifel.com | (616) 224-1563 direct |
