Our Guidance, Your Legacy
Meet our Team
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.
Growing up on a farm and continuing that family tradition has helped Davon see the importance of having an estate plan in place. He truly enjoys assisting families with legacy planning, retirement planning and charitable giving strategies. In fact, Davon has been awarded the Voices in Philanthropy Hall of Honor award multiple times from Thrivent Charitable Impact and Investing for assisting his clients in their charitable planning.
Davon and his wife have three children that are very active in sports. So, if he is not in the office, chances are he is at a sporting event or on the farm.
Brooks Gerke, CFP®, FIC
Partner/Wealth Advisor
You know the type of person who can make a friend with anyone? That’s Brooks. He is genuinely interested in learning from others and hearing their stories. He listens to client stories to sincerely understand the experiences that have brought them to where they are today. He knows that investment and financial planning decisions are deeply personal. He is passionate about providing clients with confidence, knowing that they have a financial plan that allows them to Live their Legacy.
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, training for his next big run, or coaching pole vaulting. He is currently pursuing his Certified Kingdom Advisor designation.
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.
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.
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.
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.
Adam Gottschalk
Case Manager
As a case manager, Adam sorts and organizes client data so that it is complete and ready for collaboration with the Advisor. His awesome combination of positive attitude and a willingness to take on any task is a great asset to the Passage Wealth team.
Adam’s favorite part of working as a case manager is learning about where clients come from, and about their hobbies, careers and family. He is very passionate about focusing on the details, making sure everything is in order, and that our clients have a plan for their future.
Now that he has graduated from Spring Arbor University, Adam has a goal to improve his golf game! If he’s not on the golf course, he’s probably going out for a run. Adam attends Suburban Bethlehem Lutheran Church.
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.
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.