Andy Barthel, FIC
Owner, Wealth Advisor
Andy has spent the last 20 years helping individuals and their families put together a financial plan that aligns their goals and finances with their faith as the central component in all decisions they make. He is passionate about helping families make an impact both in their own lives, the lives of their kids, grandkids, and communities.
When Andy is not working on his client’s financial picture, you can find him on the golf course, at a sporting event, volunteering at his church, or spending time with his wife and two sons.
Brooks Gerke, CFP®, FIC
Owner, Wealth Advisor
Brooks was born in raised in the greater Fort Wayne area, and lives here now with his wife, Emily and their son Ford.
As a Certified Financial Planner™, I get to do work I love: sitting down with families and individuals and build financial plans that make money work for them instead of stressing them out. My goal is simple—help others use money as a tool for God given purpose and provide peace of mind.
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Brooks is constantly learning. He loves to collect information that will help him continuously improve. In addition to knowing a whole lot, he’s always on the lookout for the reasons and causes behind every situation. You can bet that he’s paying attention to all the factors that are affecting each client’s financial picture. This inquisitive nature helps Brooks get beyond just entering data, he wants to understand how the multiple pieces of a client’s financial life fit into their bigger picture.
Brooks loves to be outdoors. Whether it’s walking his dogs with his wife and two children, training for his next big run, or coaching pole vaulting. He is currently pursuing his Certified Kingdom Advisor designation.
Davon Bultemeier, FIC
Founder, Wealth Advisor
Davon believes there is an opportunity for everyone to transform how they think and feel about wealth. In business and in his personal life, Davon lives his life with the conviction and passion of a person who feels that his calling is to give people permission to live the best life they can. He lives by the 3 F’s: Faith, Family and Finance.
Cindy Houser
Wealth Advisor/Director of Financial Planning Operations
If you want to know one thing that makes Cindy happy, it’s finding the answer. She loves to gather data, analyze the information, and then follow through to take the next best steps. Cindy provides a wealth of data and support to the team members and clients.
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Cindy has a background in Operations and Technology and takes great pride in making things run smoothly behind the scenes at Passage Wealth. Her resourcefulness and creativity are a huge asset to our team.
When not analyzing spreadsheets, Cindy enjoys spending time on the farm with her husband, downhill skiing, and trail hiking and biking.
Joy Cappleman
Client Service Specialist
As part of the Passage Wealth operations team, Joy creates value for clients and the Passage Wealth team by helping with service requests, assisting with documents and applications, meeting folder prep, and executing client requests behind the scenes. Joy is the type of person who will go the extra mile to complete a task in the way that best fits the clients’ need. She is detail-oriented, diligent, and dedicated to quality.
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Joy’s favorite part of working at Passage Wealth is seeing the results of satisfied clients. She believes that building lasting relationships is the key to success. She doesn’t mind tackling the nitty-gritty to make sure a client is taken care of. She is there for you and ready to provide an answer or find a solution if that’s what is needed.
When Joy is not leading youth at her church, you will find her visiting with her daughters, grandchildren, and great-grandchildren. She loves to read and play the piano to relax.
Melissa Mirelez
Client Relationship Specialist
Working at the front desk of Passage Wealth, Melissa is at the center of it all. She’s the first person you’ll speak to on the phone and she’ll be the person who greets you when you come into the office.
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Melissa’s favorite part of working at Passage Wealth is getting to know the clients and knowing that she has spent the day helping others. She’s amazing at keeping many things going at once – phone calls, emails, marketing, and calendars. We love her ability to multi-task. Most importantly, we appreciate Melissa’s kindness, thoughtfulness, and the wittiness that she brings to Passage Wealth.
When Melissa isn’t hitting the gym with her husband you will probably find them watching their children’s sporting events or preparing a big meal for their family.
Brad Jeffrey, CPA
Chief Operating Officer
Brad has never met a spreadsheet he didn’t like. As COO, he utilizes his keen eye for detail to provide us with relevant and reliable information to help our company continue to be awesome.
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Brad is also a big part of our Investment Committee, creating value for clients by working with investment models and developing new strategies to take advantage of evolving markets. We’re grateful for his ability to take the complex information and help the advisors convey it to Passage Wealth clients in meaningful and easy to understand ways.
When Brad isn’t digging into spreadsheets you’ll probably find him at the lake with his family and friends, or in Northern Michigan on a snowmobile trip with his wife and sons.