Our Philosophy

We have a passion for helping our clients improve their decision making.  We equip our clients for making rational decisions even in the presence of competing and difficult to deal with emotions. By aligning our client’s decisions with their goals - and their goals, in turn, with their values - we provide our clients with understanding the long-term effects of their financial decisions.


Chad headshot

Chad grew up and graduated high school in the small town of Belding, MI. After attending Ferris State University in Big Rapids, MI, he attained a degree in Marketing and Professional Golf Management. He has been an advisor since 2008.  In his spare time, Chad enjoys travel, golfing, and road biking.  His 2 awesome children are Tyler and Lauren. He resides in Byron Center with Mandie, his partner in life and business.  Together they started Navigate Financial Group in 2021 and share the same ideals of managing investor behavior and comprehensive financial planning.

Mandie was born and raised in the Grand Rapids, MI area and attended Grand Valley State University. Prior to becoming a financial advisor, Mandie spent nearly 14 years in the banking industry. She then obtained her series 7 and 66 securities as a financial advisor in 2014. Mandie has 3 amazing children, Marcus, Payton and Kendall and enjoys traveling, biking and art. She resides in Byron Center with Chad, her partner in life and in business. In 2021 they co-founded Navigate Financial Group.

Mia hails from the East side of Michigan, growing up in Chelsea. After living in Wisconsin for several years, she settled back in Grand Rapids. While her background is in accounting, she joined the team in 2022 as the assistant to Chad and Mandie. Mia has three young children - Jimmy, Eddie and Lydia – and a cat named Kitty Bartholomew. When she isn’t having fun at work, she enjoys gardening, cooking, and singing.

Tyler spent the majority of his childhood growing up in the town of Belding, MI. Since 2009 he now resides in the Grand Rapids area. He graduated from Northview High School, then went on to further his education in business at Ferris State University. In his free time, Tyler enjoys golfing, traveling and spending time with family. He came on board with Navigate Financial Group at the start of 2024 as the assistant to Chad and Mandie.