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Our Team
Rick Tsoumas, CFP®
Financial Planning, Battle Creek, Kalamazoo, Michigan, Wealth Managment, Financial Advisor

Rick established the Wealth Management Practice at The Planning Group (TPG) in 1999 focusing on comprehensive financial planning and investment management. Rick provides a full scope of financial planning, investment management, tax planning, life insurance and business consulting services to clients including financial plan development, retirement planning, college education funding, portfolio asset allocation, cash flow forecasts, insurance analysis, charitable gift planning and estate planning. Rick also assists clients in the acquisition and/or sale of businesses and other business consulting.

Rick received his B.S. degree from Miami University, majoring in Accounting and Finance. Rick has attained Certified Public Accountant (CPA) and Certified Financial Planner (CFP) Designations, and is a Registered Representative (Series 7 -General Securities Representative) through NFP Advisor Services, LLC. He is FINRA licensed as a Registered Representative and Investment Advisor Representative in over twenty states.

Prior to TPG, Rick spent thirteen years with Price Waterhouse, where he managed the West Michigan Tax and Financial Planning practice, and five years with the Kellogg Company, ultimately as Director, International Tax Planning.

Rick and his wife Linda reside in Battle Creek. Rick serves on the various community non-profit boards and committees, including the  W. K. Kellogg Foundation, Binda Foundation, Miller College, Calhoun County Board of Health, Maternal Infant Health Commission, United Way Health Investment Grant Making Team, Healthcare Leadership Forum, Battle Creek Community Foundation Health Oversight Committee, and the Battle Creek Unlimited Audit Committee. Rick also serves on the Board of Directors of Stewart Industries, an automotive assembly company.

Jerrie Davis
Financial Planning, Battle Creek, Kalamazoo, Michigan, Wealth Managment

Jerrie Davis, Administrative Assistant, Joined The Planning Group in 2001. Prior to joining TPG, Jerrie worked 35 years for a major property and casualty insurance company where she held positions in the agent's licensing, marketing and executive management areas of the company.

Jerrie is eager to assist our clients with their account service/maintenance needs. Her responsibilities include preparing and processing account applications and transfer of assets paperwork, check requests, EFTs, wire transfers, account information changes (address, phone numbers, name changes, etc.), stock gifting, providing tax preparation information (realized gain/loss detail, copies of 1099s, advisory fees), setting up periodic investment plans and systematic withdrawal plans, and providing assistance with client's online account access.

Chris VanderWaal
The Planning Group Team

Chris has been assisting clients as a Financial Consultant since 1998. He joined The Planning Group (TPG) in March 2004. He supports the practice in researching investments, assisting with financial plans and portfolio updates, and writing insurance products as needed. He is also responsible for group retirement plan enrollments, research, and service.

 

Chris received an A.S. in Business Administration from Kellogg Community College and a B.S. in Business Marketing from Davenport University. Chris is a Registered Representative and Investment Advisor Representative who currently holds the Investment Company Products/Variable Contracts Representative Examination (series 6) and has the Uniform Securities Agent State Law (series 63) and the Uniform Investment Adviser Law Examination (series 65) licenses through NFP Advisor Services, LLC. He is licensed in life, health, and disability insurance.

 

Prior to TPG, Chris spent two years with Worgess Insurance as the Director of Financial Services and four years with Mass Mutual Financial Group as a financial consultant.

Chris and his wife Macie have two daughters. Chris is active in his church, serving as chair of the Stewardship Committee, and as a member of both the Church Board and Finance Committee. His interests include outdoor activities, especially hiking and mountain biking, and spending time with his family.

Daniel Faett, CFP®

Daniel Faett graduated from Western Michigan University, majoring in business finance. He started with The Planning Group in January 2011 as an intern, and upon graduation in May 2011, started his career with us. Daniel is very eager to help all customers with any needs they may have and is willing to go to any lengths to help out wherever possible.

Daniel assists the practice with investment research, developing financial plans and portfolio design & updates. Daniel has obtained both his General Securities Representative License (Series 7) and the Uniform Combined State Law License (Series 66). In 2014, Daniel completed the comprehensive CERTIFIED FINANCIAL PLANNER™, CFP®, certification process and is now a proud CFP® professional.   

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI) and are not affiliates of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS or NFPISI.  Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms.


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