Meet Our Team

Brian C. Sandberg, ChFC®, AEP®

Hi, I'm Brian! I've been fortunate to guide clients through life's big moments since beginning my career in financial services in 1999. Over the past two decades, it’s been incredibly rewarding to build long-term relationships and see...

A. Christopher Engle, LUTCF, CFP®, ChFC®, AEP®

chris@growtrust.com

Hi, I'm Chris! I believe that a well-crafted plan and a commitment to lifelong learning are key to building a secure financial future. My career in financial services began in 1994, but my passion for practical, well-thought-out...

Courtney Wesley

Client Services Associate

877-696-1919

courtney@growtrust.com

Hi, I'm Courtney! I joined Growtrust Partners in November 2021, bringing with me a bachelor’s in business administration from Northwood University. When I'm not at the office, I like to stay active, whether it be in the gym, practicing...

Jim Yost

LPL Registered Admin

jim@growtrust.com

Hi, I'm Jim! I’ve spent more than 42 years helping my clients navigate their financial journeys, and it’s been an honor every step of the way. My career in financial services began in 1976, but my problem-solving mindset goes back even...

Lisa M. May

Client Services Manager

lisa@growtrust.com

Hi, I’m Lisa! I’ve been with Growtrust Partners since May 2013. I graduated from Aquinas College in 2008 with a Bachelor of Science in Business Administration and a minor in Accounting. As a Client Service Manager, I strive to offer...

Michael Steinebach CRPC®, CFP®

Wealth Advisor

877-696-1919

Michael@Growtrust.com

Hi, I'm Mike! I have always been inspired by my father’s incredible work ethic. He maintained two jobs for 30 years to support our family and taught me the significance of every dollar he earned. Through his commitment to practical...

Monica J. Zweedyk

Client Services Associate

monica@growtrust.com

Hi, I’m Monica! I joined Growtrust Partners in August 2016, bringing 20 years of experience as an administrative assistant at a local CPA firm. I'm excited to bring my talents to our administrative team. My husband, Brent, and I live...

Peter M. Smith

pete@growtrust.com

Hi, I'm Pete! I joined GrowTrust Partners in 2007 after a 34-year career with 3M Company, where I gained extensive experience in business management, sales leadership, and international business development. My background in strategic...

Rachel Dick, MS, CFP®, AWMA®

LPL Financial Planner

Rachel@Growtrust.com

Hi, I’m Rachel! I grew up in the Grand Rapids area and am a proud Forest Hills Northern Husky – but I was raised a Wisconsin Badger. On top of being alumni, my Mom was a UW cheerleader and my Dad was none other than Bucky Badger...

Ryan P. Smith, ChFC®, CASL™, CFP®, AEP®

ryan@growtrust.com

Hi, I'm Ryan! Originally from Minnesota, I found my calling in financial services in 2000, driven by a passion for helping people create financial plans that align with their goals and dreams. With a degree in Business Administration...

Timothy T. Sullivan, MBA

tim@growtrust.com

Hi, I'm Tim! I grew up in Flint, Michigan, where I learned the value of hard work and commitment from a young age. My interest in finances began during my time in the Business and Finance office at Grand Valley State University, where...