Blue Water Asset Management

Nicolle Rumsey is a financial advisor at Blue Water Asset Management with six years of industry experience. She holds a Series 65 designation and has previously worked at LPL Financial. Outside of her advisory role, she is an independent contractor for J&N Cleaning in Cedar Springs, MI. Blue Water Asset Management provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers, serving a diverse client base that includes pension plans, banks, and insurance companies.

Jay Greer is a financial advisor at Blue Water Asset Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Water Asset Management since 2015. In addition to his advisory role, he is a partner and 20% owner of Renucell Group, LLC, a health care company specializing in skin cream, where he participates in strategic planning and operational oversight. Blue Water Asset Management serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, financial planning, pension consulting, and advisory consulting. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment options and pension services.

Mark Redfield is a financial advisor at Blue Water Asset Management with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Silver Oak Securities, LPL Financial, and INVEST Financial Corporation, and he has operated Redfield Financial Group since 1986. Outside of his advisory work, he is involved in managing timber land and carbon trading through Grass Lake East Properties LLC. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs tailored, discretionary strategies incorporating model portfolios, third-party sub-advisers, and a range of investment vehicles such as REITs, structured notes, and variable annuities, alongside pension consulting and affiliated insurance activities.

David Teroller is a financial advisor with Blue Water Asset Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Blue Water Asset Management since 2015 and is also associated with Redfield Financial Group, where he has worked since 1990. Outside of advisory work, he is involved with DTL Enterprise, LLC, a company engaged in internet distribution of consumer products. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies using model portfolios and third-party sub-advisers and offers a broad range of investment types along with pension consulting and insurance-related services.

Benjamin Redfield is a financial advisor with Blue Water Asset Management in Grand Rapids, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Water, he worked at Redfield Financial Group and has experience in education roles at Spring Arbor University and Northpointe Christian High School. Blue Water Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs tailored strategies using model portfolios and third-party sub-advisers and provides a broad range of investment services including pension consulting and advisory services to insurance-company clients.

Theodore Terzian Jr. is a financial advisor with Blue Water Asset Management and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Silver Oak Securities, LPL Financial, and Invest Financial Corporation. In addition to his advisory work, he is involved in sales of non-variable life insurance. Blue Water Asset Management provides discretionary portfolio management, financial planning, and pension consulting to individual, high-net-worth, and institutional clients. The firm utilizes tailored, discretionary strategies with model portfolios and third-party sub-advisers, serving a diverse client base that includes pension plans, banks, and insurance companies.

Beau Redfield is a CFP® with seven years of industry experience, currently serving at Blue Water Asset Management since 2019. Prior to this, he worked at Redfield Financial Group and previously held a role at Blue Water Asset Management from 2016 to 2019. Blue Water Asset Management provides discretionary portfolio management, financial planning, pension consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, discretionary strategies utilizing model portfolios and third-party sub-advisers, and offers a broad range of investment types including structured products and variable annuities.