Dear Clients & Friends,
It is clear that the Stonebrook Private story continues to resonate with investors like yourself. As of this morning, our team is entrusted to advise on over $700 million dollars of our client’s capital. With the continued growth of Stonebrook Private, it is our duty to ensure your team is staffed to meet your current and future needs. In April, we added Mark Zywiol, CFP® to bolster our advisory team. Today, we are proud to welcome Jon Vander Laan and Colleen Duncan to Stonebrook Private. Like Mark, Jon will take on the role of Private Wealth Advisor – helping clients plan and invest for their future. Colleen will serve as a Client Experience Associate, supporting the daily operations of the firm.
We have known Jon for years and are excited to find an opportunity to work together. He originally hails from the west side of the state (Grand Rapids) but made the move to Livonia with his family in 2018. Prior to joining us, Jon worked at Fidelity Investments in a planning role, while also leading a team of Financial Consultants. Colleen joins us from another investment firm, and lives in Livonia with her husband, Patrick. She brings a wealth of service experience to Stonebrook Private.
Rest assured; we are not going anywhere. Jon and Colleen’s addition to Stonebrook Private allows us to focus more deeply on serving you and enhancing your experience with our team. By investing in both technology and personnel, we know this will allow us to have deeper conversations about your financial needs. As we integrate Jon and Colleen into our process, you can expect a unified client experience, firm philosophy, and investment management approach.
You can learn more about Jon and Colleen below.
Please help us in welcoming Jon & Colleen to your Stonebrook Private team!
