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Wealth Management Hub

Expert guidance to empower your financial success.


Who We Are


Our team of qualified and experienced experts have a passionate commitment to West Michigan values, and comes with all the certifications you should demand including; Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Employee Benefits Specialists (CEBS®), Certified Trust Financial Analysts (CTFA®), Certified Retirement Services Professionals (CRSP®), Qualified 401(k) Administrator (QKA®), Qualified Plan Financial Consultant (QPFC®), Chartered Retirement Planning Counselors (CRPC®), and Law Degrees.

We live and work in this community, so you can meet face-to-face with your advisor, when and where you want. Our Wealth Management solutions cover every angle of your financial journey and will be tailored to fit your unique financial picture. We offer financial planning, investment management, trust and estate administration, 401(k), Pension Plans, SIMPLE IRA's and 403(b) plans and traditional banking services. Learn more about our solutions.
RETIREMENT PLANNING

Our philosophy of transparency is your benefit.

Macatawa Bank Retirement Plan Services (RPS) administrators live right in your community. They work closely with company owners and plan sponsors to develop individualized retirement plans that provide; quality investment options, investment education for participants, and ongoing plan sponsor support. Meet personally with your plan sponsor at least annually to review your plan and investments. Or we will provide a complimentary Financial Plan for every member of your management team.

Get local access to seasoned professionals and state of the art technology.  We work closely with you to develop an individualized retirement plan that:

  • Provides plan design and implementation
  • Quality investment options
  • Investment education for employees
  • Ongoing plan sponsor support

Our Retirement Plan Services provides all types of retirement plans including 401(k), 403(b), Pension and SIMPLE IRA Plans.

Some of the benefits offered are:

  • Local administration in West Michigan
  • Plan trusteeship
  • Experienced staff with an average of 20 years in the industry
  • Nationally recognized mutual fund families
  • Daily valuation of accounts with internet accessibility
  • Customized website where employees can view account balances, transaction history and conduct fund allocation elections and transfers
  • Investment education for employee groups or one-on-one
  • Experienced staff dedicated to quality service

Make a no obligation appointment to learn more.  Call or email today.



Brad Kolean

Brad Kolean, CRSP®

VP, RPS Manager

P: (616) 494-1418
Tom DeWitt

Tom DeWitt, QKA®, QPFC®

VP, RPS Administrator

P: (616) 820-1349
photo of Jason Schrotenboer

Jason Schrotenboer 

RPS Administrator

P: (616) 233-3308 
Products offered by Macatawa Bank Wealth Management are not FDIC insured and are not a deposit or other obligation of the bank or guaranteed by the bank or any federal government agency and may involve investment risk including the possible loss of principal. 
TRUST SERVICES

A legacy merits a trusted professional.

We recognize that financial planning, investment management, and estate planning are private issues that need to be handled by people you know and trust locally. Our experienced Trust Administrators will work closely with your attorneys, accountants, and other advisors to create a seamless financial team. The personal touch provided by our staff is complemented by cutting edge technology that provides you, the client, peace of mind. 

Financial Planning – Developing a “road map” that shows your current financial situation, identifies financial goals, and suggests ways of achieving those goals.

Asset Management –Delivering you personalized investment portfolios with professional management, diversification, flexibility, and tax planning.

Trust and Estate Administration – Experienced and responsive administration to protect and transfer your assets to the next generation.

Custodial Services – Allowing you to handle your own investment decisions but relieving you from the burden of collecting income, keeping records, and reporting tax information.


Call or email one of us today. We will be glad to make a no obligation appointment to further explain our services.

John Simonds

John Simonds, CFP®

VP, Sr. Trust Officer

P: (616) 233-3426
Tom Roberts

Tom Roberts, CTFA®

VP, Sr. Trust Officer

P: (616) 233-3432
Ron Fles

Ron Fles, JD

AVP, Trust Administrator

P: (616) 820-1357


Products offered by Macatawa Bank Wealth Management are not FDIC insured and are not a deposit or other obligation of the bank or guaranteed by the bank or any federal government agency and may involve investment risk including the possible loss of principal. 
PRIVATE BANKING

Get the guidance you deserve to help manage, invest and preserve your wealth.

Macatawa Bank’s Private Banking Group is dedicated to providing integrated financial solutions with a superior level of personalized service.  We are committed to making banking, financial planning and borrowing more convenient, efficient and successful for our clients.

As a Private Banking client, we believe that a team approach is best when it comes to discussing the management and complexities of your banking relationship.  Your Private Banking Team will be your advocate to all lines of business throughout Macatawa Bank, from Wealth Management* and Trust Services, to starting up your business, you get access to the experts.

Kirsen Doolittle

Kirsen Doolittle

VP, Private Banking Team Leader

P: (616) 820-1318
C: (616) 403-2205
F: (616) 796-0665
NMLS ID:503825


Cathy Bekken

Cathy Bekken

Private Banking Relationship Manager Sr.

P: (616) 494-1431
C: (616) 566-0846
NMLS ID:503841


*Products offered by Macatawa Bank Wealth Management are not FDIC insured and are not a deposit or other obligation of the bank or guaranteed by the bank or any federal government agency and may involve investment risk including the possible loss of principal. 
ASSET MANAGEMENT

Our proven approach to money management establishes a sense of security and comfort regardless of market challenges.  

Our clients include individuals, corporations, foundations and institutions who seek investment expertise in the management of personal funds, profit sharing plans and retirement accounts. We understand that a strong relationship between advisor and client greatly enhances the prospect of reaching financial goals.

After establishing long-term financial objectives and risk tolerances, we structure a portfolio that takes into consideration your complete financial picture. This ensures the investments are complementary to your other financial interests.

With Macatawa Asset Management, our success depends on your success.


Please contact one of our portfolio managers to discuss how we can help you reach your financial goals.

Paul Nicholson

Paul Nicholson, APMA®

VP, Portfolio Manager

P: (616) 396-2033
Scott Freeman

Scott Freeman, CFA®

VP, Portfolio Manager

P: (616) 396-2499
Mindy Minarik-Prins

Mindy Minarik-Prins

Associate Portfolio Manager

P: (616) 393-2185


Products offered by Macatawa Bank Wealth Management are not FDIC insured and are not a deposit or other obligation of the bank or guaranteed by the bank or any federal government agency and may involve investment risk including the possible loss of principal. 
INVESTMENT SERVICES

Someday is coming. Be prepared.

Whether you're building your retirement nest egg or saving for your child’s education, getting prepared for the future can be overwhelming. Working with a financial advisor who lives and works in your community can bring a sense of peace. We take the time to get to know you and determine your individual needs. Then we make personalized recommendations and build a customized plan that fits you.

In relationship with Infinex Investments, Macatawa Financial Services Group offers you the advantage of being able to select from a large universe of investment options. We can help you understand how the following may benefit your specific situation.  

  • 401(k) Rollover Guidance
  • 529 College Savings Plans & UTMA’s
  • IRA’s – Traditional, Roth & Rollover
  • Stocks, Bonds, Mutual Funds and more!

To find the Licensed Representative nearest you, call (877) 820-2265. You should always validate the credentials of any financial advisor before working with them. You can do your homework by visiting FINRA BrokerCheck

Investment Services are provided by INFINEX INVESTMENTS, INC., a registered broker-dealer.
Member of FINRA and SIPC.
Explanatory brochures are available upon request or at Finra.org and sipc.org. SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Macatawa Financial Services Group is a trade name of Macatawa Bank.  Existing clients may contact their Investment Representative directly or Infinex at (800) 218-2827.

Stephanie Price

Stephanie Price

Infinex Investments, Inc.
Investment Executive

P: (616) 233-3460
Todd Cooper

Todd Cooper, CRPC®

Infinex Investments, Inc.
Investment Executive

P: (616) 820-1434
Brenda Marzynski

Brenda Marzynski, CRPC®

Infinex Investments, Inc.
Investment Executive

P: (616) 786-4246


Products and services offered by INFINEX INVESTMENTS, INC. are: 
Not a Deposit | Not FDIC Insured | Not insured by any federal government agency | Not guaranteed by the bank | May go down in value
Infinex and the Bank are not affiliated

  

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