Voisard Asset Management Group

Brandon Bauer is a CFP® professional with 10 years of experience in financial advising. He has worked at Voisard Asset Management Group since 2015 and holds a minor partnership and advisory role at Adventis CG. Voisard Asset Management Group provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. The firm employs a multi-method investment analysis and offers a range of strategies including short selling, margin transactions, and options, while providing individualized account management and ERISA plan fiduciary services.

Jordan Katje is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Voisard Asset Management Group in Grand Rapids, MI. Prior to his advisory role, he was a full-time student for ten years. Voisard Asset Management Group provides investment management, financial planning, and consultation to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a multi-method investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers both discretionary and non-discretionary portfolio management alongside plan-level fiduciary services.

Jordan Buffum is a CFP® with 10 years of experience and is currently with Voisard Asset Management Group, where he has worked since 2015. He holds the Series 65 designation and is based in Grand Rapids, MI. Voisard Asset Management Group provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans and their participants. The firm employs a multi-method investment analysis incorporating fundamental, technical, quantitative, and qualitative inputs, offering a range of strategies including short selling, margin transactions, and options, along with ERISA plan fiduciary services.

Daniel Haines is a CFP® and CFA® with eight years of industry experience. He is currently with Voisard Asset Management Group, where he has worked since 2024. Prior to that, he was with Summitview Advisors, Zhang Financial LLC, and Greenleaf Trust. Voisard Asset Management Group provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a multi-method investment analysis incorporating fundamental, technical, quantitative, and qualitative inputs, and offers strategies including short sales, margin transactions, and options.

Michael Mac Gillivray is a financial advisor at Voisard Asset Management Group in Grand Rapids, MI, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Calvin University, Cooper Davis Financial Group, and Strategies Wealth Advisors. Voisard Asset Management Group provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a multi-method investment analysis and offers a range of strategies, including short selling, margin, and options, with individualized account management and ERISA plan fiduciary services.

Douglas Voisard is a CFP® professional with 15 years of industry experience. He has been with Voisard Asset Management Group in Grand Rapids, MI since 2002. Voisard Asset Management Group provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a multi-method investment analysis incorporating fundamental, technical, quantitative, and qualitative inputs, and offers strategies such as short selling, margin, and options trading.