Innovia Wealth, LLC

Michael Berkemeier is a financial advisor with Innovia Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Mutual Securities, ValMark Advisers, Inc., and Valmark Securities, Inc. He is a member of Legatus International, an organization of Catholic business leaders, and serves as an ambassador for Jandernoa Entrepreneurial Mentoring. Additionally, he participates on the Investment Committee of the Catholic Foundation of West Michigan. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a range of investment strategies and maintains unique offerings such as private equity vehicles and family office services.

Mark Ghafari is a financial advisor at Innovia Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an advisory board member for DWH Corp, a consulting firm focused on private business services, and is an owner of MCCG Enterprises LLC, a family-owned entity engaged in private market investments. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients by providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis tailored to each client’s circumstances.

George Pantlind is a CFP® with 20 years of experience in the financial industry. He is currently with Innovia Wealth, LLC and previously worked at Bank of America, NA, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.

Samantha Doletzky is a financial advisor at Innovia Wealth, LLC with Series 65 credentials and two years of experience. Her prior work includes roles in education at several high schools and positions in logistics and retail. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients by providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm’s investment approach focuses on customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.

John Vande Guchte is a financial advisor with Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Strategies Wealth Advisors, Mutual Securities, ValMark Advisers, and Monroe, Sweeris & Tromp. Outside of his advisory work, he serves on the Advisory Finance Council for the Assumption of the Blessed Virgin Mary nonprofit and holds board and committee roles at Samaritas, a charitable organization. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a range of investment strategies and maintains notable private equity offerings and affiliated services.

Jacob Petrick is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Innovia Wealth, LLC and previously spent time at Plante Moran Financial Advisors. His background includes roles outside of finance, such as positions at Kellogg's and educational institutions. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Gregory Bosch is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Innovia Wealth, LLC and has previously worked at LIV Communities, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he manages a collective investment into a car wash franchise through TCW Capital, LLC. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm’s investment approach focuses on customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.

Micah Kinde is a CFP® and Series 65-licensed advisor at Innovia Wealth, LLC with two years of industry experience. Prior to joining Innovia Wealth in 2023, he held roles at Acrisure, LLC and S.A. Mason LLC, among others. Outside of financial advising, he is the owner of a business that sells solid cologne, where he assists with business strategy and development. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a variety of investment approaches and products.

Douglas Kadison is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Innovia Wealth, LLC (formerly Strategies Wealth Advisors, LLC) since 2020 and previously held positions at Bank of America, Merrill Lynch, and Nuveen Investments. Kadison is based in Grand Rapids, MI. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized investment approach utilizing a range of strategies and asset types, including private market investments and third-party research.

Alex Timmer is a financial advisor at Innovia Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Innovia Wealth and its predecessor firms since 2018. Outside of his advisory role, Timmer serves as a volunteer deacon on the board of First Reformed Church of Grandville. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm emphasizes customized, diversified portfolios using a blend of fundamental, technical, and quantitative analysis, and operates private equity and private fund platforms.

Aaron Veldheer is a financial advisor with Innovia Wealth, LLC, holding a Series 66 credential and bringing 11 years of industry experience. His prior roles include positions at Bank of America, N.A. - Merrill Lynch and Strategies Wealth Advisors, LLC. He is a member of the Young Presidents’ Organization, West Michigan Chapter, where he collaborates with other business owners on leadership and business development ideas. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized investment approach utilizing fundamental, technical, quantitative, and efficient-market analysis, and manages multi-million dollar portfolios with access to private equity and specialized fund options.

Andrew Boatright is a CFP® with six years of experience in the financial services industry, currently serving at Innovia Wealth, LLC. His prior experience includes roles at Bank of America, Merrill Lynch, and Strategies Wealth Advisors. He is an advisory board member for the finance department at Davenport University, where he provides guidance to faculty and students. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients with discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized, diversified investment approach utilizing a range of strategies and third-party research to manage multi-million dollar client portfolios.

Jacob Watson is a CFP® with three years of industry experience, currently serving as a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI. He previously worked at Oxford Financial Group, Ltd from 2005 to 2021. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm employs a customized, diversified investment approach that incorporates fundamental, technical, quantitative, and efficient-market analysis.

Grace Touchette is a financial advisor at Innovia Wealth, LLC in Grand Rapids, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Innovia Wealth in 2025, she worked at TFO Wealth Partners and has a background that includes roles at Crack of Dawn Bakehouse and Hillsdale College Athletics Facilities. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, offering discretionary investment management, financial planning, retirement plan advisory, and family office services with a focus on customized, diversified portfolios.

Isaiah Bleiler is a CFP® and holds a Series 65 license, currently advising at Innovia Wealth, LLC with three years of industry experience. His prior roles include positions at Simplified Investments, Spendmend, Huntington National Bank, and New York Life Insurance. Innovia Wealth primarily serves high-net-worth individuals, business owners, and institutional clients, providing discretionary investment management, financial planning, retirement plan advisory, and family office services. The firm focuses on customized, diversified portfolios using a combination of fundamental, technical, quantitative, and efficient-market analysis.