Since starting his career as a financial advisor in 2003, John Vande Bossche has worked diligently to create a client-centric, multigenerational wealth management firm alongside his wife, Mary, and their two children, Kristen and Patrick. Together, they specialize in wealth management and financial planning for families across generations. They hold the belief that financial planning should be a collaborative and personalized effort, centered around the unique needs and goals of each client. They strive to provide comprehensive solutions that help their clients build and preserve their wealth for the long term.

Kristen's extensive expertise as a CERTIFIED FINANCIAL PLANNER^TM and a Retirement Income Certified Professional (RICP^®) enables her to provide clients with comprehensive financial planning solutions tailored to their unique needs and goals.

Patrick is a Certified Investment Management Analyst (CIMA^®), adding a deep understanding of portfolio management to our team's expertise.