Grand Wealth Management, LLC

Mark Rougas is a CFP® professional with three years of industry experience currently serving at Grand Wealth Management, LLC. His prior roles include positions at Brookstone Capital Management, Huntington National Bank, and Cornerstone University. Outside of his advisory work, he operates Planscape LLC, a financial planning consultancy, and provides data management and report preparation services for Campbell Wealth Advisors LLC. Grand Wealth Management serves individuals, families, and institutions with wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services. The firm employs a fee-only fiduciary model and utilizes a systematic wealth management process grounded in Modern Portfolio Theory, emphasizing diversified, low-cost mutual funds and ETFs.

Emma Fabiano is a Series 65-licensed financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. She has one year of industry experience, including prior roles at Stifel Nicolaus and Huntington National Bank. Outside of finance, Emma owns and operates Emma With a Camera LLC, a photography business. Grand Wealth Management serves individuals, families, and institutions with wealth management, portfolio management, and financial planning services. The firm employs a fee-only, fiduciary approach emphasizing globally diversified, low-cost investments and combines discretionary management with written financial plans.

Douglas Johnson is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. He holds a Series 65 designation and has 11 years of industry experience. Johnson has been with Grand Wealth Management since 2012. Grand Wealth Management serves select individuals, families, and institutions, including business owners, professionals, executives, retirees, and foundations. The firm offers wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services, using a fee-only fiduciary model with an investment approach grounded in Modern Portfolio Theory and globally diversified, low-cost funds.

Ryan Deters is a CFP® with five years of industry experience, currently serving at Grand Wealth Management, LLC. His prior experience includes three years at Fiduciary Financial Advisors and over a decade at Steelcase. Outside of his advisory role, he is Vice President and Director of the South Haven Vacation Rental Alliance, where he supports board activities and member outreach. Grand Wealth Management serves individuals, families, and institutions with wealth management, investment management, retirement plan advisory, and financial planning services. The firm uses a fee-only, fiduciary model and emphasizes a globally diversified, low-cost investment approach grounded in Modern Portfolio Theory.

Jeffrey Williams is a CFP®, PFS™, and Series 65 credentialed advisor with 17 years of industry experience. He has been with Grand Wealth Management, LLC since 2004, currently serving as part of their seven-advisor team in Grand Rapids, MI. Grand Wealth Management serves select individuals, families, and institutions, offering wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services. The firm employs a fee-only, fiduciary approach with an investment strategy based on Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs.

Calvin Wiersma is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Grand Wealth Management, LLC since 2020, following earlier roles at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management serves select individuals, families, and institutions, providing wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning services. The firm operates on a fee-only basis, employing a Modern Portfolio Theory approach with a focus on globally diversified, low-cost funds and a systematic wealth management process.