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Team

2019 Shotwell Rutter Baer 32

David W. Shotwell

Our role, as financial planners, is to help you connect your money to what you value in life, and then help you make financial decisions to make that connection a reality, both for the present and the long – term.
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2019 Shotwell Rutter Baer 35

Nicholas F. Nauta

To me, living a rich life is more about who you are, what your vision is, and being able to pursue your dreams, rather than how much money you have. As a fee-only financial planner, my goal is to help you live the "rich life".
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Amy Gauden

My priority is to make sure every client’s needs are addressed and help to assist them achieve their financial goals.
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Jeff Rutter

As the financial planning industry continues to evolve, our firm does, too. However, we are still committed to the "kitchen table" approach that is our firm's roots.
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Elizabeth Baer

The firm was founded in 2001 by Elizabeth Rutter Baer, CFP®. Beth, a graduate of Albion College, has been involved in the financial services industry since 1995. She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the Greater Lansing Estate Planning Council.
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