Broker Check
Gary Werkman, JD, CFP®

Gary Werkman, JD, CFP®

Managing Director

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™ practitioner. He is a board member of the Pine Rest Foundation and a past board member at Trinity Christian College. He and his wife Dawn live in Jenison and have four children – Sarah, Ben, Jenna, and Matthew. In his leisure time, he enjoys family activities, snow and water skiing, reading and spending time in the Leelanau Peninsula.