Broker Check

Our Profile

How We Work

How We Work

Using our consultative approach, we deliver unique wealth management solutions to clients nationwide. We have the resources to oversee the complete financial picture for successful families and individuals, employing innovative and forward-thinking strategies that address complex financial issues as well as family and philanthropic interests.


“Each client’s situation is unique. We get to know you and your family and work to understand your values and your long-term goals.”

Meet Our Team

Gary Werkman, JD, CFP®

Managing Director

616-546-6700

gwerkman@rwbaird.com

Gary Werkman, JD, CFP®, has over 30 years of financial planning experience. He received his BA degree from Trinity Christian College and his JD from DePaul University College of Law. He is also a CERTIFIED FINANCIAL PLANNER™...

Read more

Brad Hulst, CFP®

Vice President

616-546-6700

bhulst@rwbaird.com

Brad Hulst, CFP®, has over 19 years of financial planning experience. He received his BBA degree from Grand Valley State University and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a past member of various...

Read more

Kirsten Terpstra

Assistant Vice President

616-546-6700

616-546-6750

kterpstra@rwbaird.com

Kirsten Terpstra, Assistant Vice President, has over 25 years of financial services experience. She provides advanced administrative, industry and professional support for the team, helping to build and maintain client...
Read more

Debra Schippers

Assistant Vice President

616-546-6700

616-546-6750

dschippers@rwbaird.com

Debra Schippers, Assistant Vice President, has over 30 years of financial services experience. She works directly with clients and Financial Advisors to help strengthen relationships while striving to make each client experience...
Read more