Meet Our People
A. Christopher Engle, LUTCF, CFP®, ChFC®, AEP®
Chris began his financial services career in 1994. He earned a Bachelor of Science degree in Pharmacy from the University of Wisconsin and has since earned a Fellowship in the Life Underwriters Training Council, the Chartered Financial...
Brian C. Sandberg, ChFC®, AEP®
Brian joined the financial services industry in 1999 after graduating from Cornerstone University with a Bachelor of Arts in Business Marketing. He grew up in Grand Rapids and attended Forest Hills Central High School. Brian has earned...
Ryan P. Smith, ChFC®, CASL™, CFP®, AEP®
Ryan began his financial services career in 2000 after earning his Bachelor of Science degree in Business Administration and Spanish from Aquinas College in Grand Rapids. Ryan has earned his Chartered Financial Consultant® and...
Timothy T. Sullivan, MBA
Tim began his financial services career in 2000. After 18 years of helping his clients prepare and pursue their financial goals, he chose to join LPL Financial and merge his growing practice with the like-minded team at Growtrust...
Geoffrey C. Sadek, CFP®
Geoff joined the financial services industry in 2012 after graduating from Grand Valley State University. Raised in Grand Rapids, he attended Forest Hills Northern High School. In addition to maintaining his CERTIFIED FINANCIAL...
Peter M. Smith
Pete joined Growtrust Partners in 2007 following a 34 year career with 3M Company. His career experience includes business management, sales leadership, and international business development. He holds a Bachelor of Science Degree.....
Lisa M. May
Client Services Manager
Lisa joined Growtrust Partners in May of 2013. She earned her Bachelor of Science degree from Aquinas College with a major in Business Administration and a minor in Accounting in 2008. She focuses her efforts on client.....
Teresa Datema
Client Relations Manager
Teresa began her financial services career in 2006 after earning her Bachelor of Science degree in Finance and Business Administration from Grand Valley State University and has worked in human resources and business development....
Monica J. Zweedyk
Client Services Associate
Monica joined Growtrust Partners in August 2016. She has 20 years of experience as an administrative assistant at a local CPA firm. We are excited she is bringing her talents to our administrative team. Monica resides in Walker with...
Destinee Veenstra
Client Services Associate
Destinee joined Growtrust Partners in August 2019. She is currently studying to complete her Associate’s in Business Administration. Destinee comes to us with a background in banking and an aptitude for service. She volunteers at...
Rachel Dick
Client Services Associate
Rachel joined Growtrust Partners in December of 2020. Raised in Grand Rapids, she attended Forest Hills Northern High School before going on to earn her Bachelor of Science degree from University of Wisconsin-Madison with a major in...