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.

 

 

Barth Roberts, Senior Vice President/Investments  

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

     
Brett Gortsema, Senior Vice President/Investments  

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  

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  

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