Your Team

James R. Martinus CFP®, ChFC®

Financial Advisor

James was born and raised in Alsip, IL for the first 12 years of his life. Since then he has been a resident of the Grand Rapids area. He received his Bachelor’s Degree from Grand Valley State University and holds the Series 6, 63, 66 and 7 licenses…

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David R. Peerboom CFP®

Financial Advisor

David was born in Butterworth hospital, and has grown up in the Grand Rapids area his whole life. He is married to his wife Ashton and has 4 children: Lucianne, Luca, Aria, and Elaina. He has had an interest in the financial world ever since he was a boy when his mother showed him how to balance a checkbook…
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Chele Brew, Office Manager

Office Manager

Chele has lived in the Grand Rapids area for more than 20 years and has two children, Aiden and Molly. She has excelled in banking, sales, office administration and project management over the years, providing her with the experience she needed to join the Heritage Wealth Management Team. She is studying to…

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This communication is strictly intended for individuals residing in the states of MI, CA, FL, IN, IA, MN, OH, SC, TX, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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