
We are a retirement plan consulting and individual wealth investment management firm focused on providing comprehensive and customized services to our clients throughout the United States. For our retirement plan clients, we serve as a 3(21) and/or a 3(38) fiduciary advisor as defined by ERISA.
Our mission as independent fiduciary advisors is to provide proactive guidance and institutional offerings to all of our clients regardless of their size.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.
DS Investment Advisors is a Registered Investment Advisor with the Securities and Exchange Commission. All Investment Advisor Representatives hold the Series 65 License.
Carla has been in the investment industry since 1990 and has worked as a fee only, fully fee-transparent investment advisor representative since 1996. Carla works simultaneously as an ERISA 3(38) Advisor to Company sponsored retirement plans as well as managing accounts for individuals and families.
In Carla's free time, she enjoys spen
Carla has been in the investment industry since 1990 and has worked as a fee only, fully fee-transparent investment advisor representative since 1996. Carla works simultaneously as an ERISA 3(38) Advisor to Company sponsored retirement plans as well as managing accounts for individuals and families.
In Carla's free time, she enjoys spending time with her family, especially her grandkids, and getting out on the golf course as much as possible!
Madeline began working in the finance industry as an intern in 2012. She joined Carla, full-time, in 2017 as a lead assistant in the Retirement Plans Department. Madeline spends her time speaking with participants and Plan Sponsors helping them navigate day-to-day issues and opportunities with regard to their Plan. She specializes in Plan
Madeline began working in the finance industry as an intern in 2012. She joined Carla, full-time, in 2017 as a lead assistant in the Retirement Plans Department. Madeline spends her time speaking with participants and Plan Sponsors helping them navigate day-to-day issues and opportunities with regard to their Plan. She specializes in Plan Design and implementation, compliance and fiduciary issues, and making sure that Plan Sponsors are well prepared for any issues that may arise.
In her free time, Madeline loves to spend time with her husband and three boys. She enjoys going to all of her kids' sporting events and spending time outside.
Justin came onboard December 2021 as an Advisor. Justin has a passion for investing. His philosophy for long term investing helps his clients achieve overall financial wellness in life. Justin has built a reputation for providing his clients with exceptional service and guidance. He believes in transparency, communication, and understandi
Justin came onboard December 2021 as an Advisor. Justin has a passion for investing. His philosophy for long term investing helps his clients achieve overall financial wellness in life. Justin has built a reputation for providing his clients with exceptional service and guidance. He believes in transparency, communication, and understanding each client's unique situation in order to better service them and their accounts.
In Justin's free time he enjoys to ski in the winter and spending time at the lake in the summertime.
Brent began working at DS Investment Advisors in 2021 as a Compliance Specialist. Brent manages all Accounts Payables and Receivables.
In his free time, Brent enjoys spending time with his family, golfing, hunting, and exploring the outdoors!
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We love our clients, so feel free to visit during normal business hours.
750 Front Avenue Northwest, Grand Rapids, Michigan 49504, United States
(616) 940-9124 (business number) (616) 975-7729 (fax number)
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