Our Team

Joel started in the financial planning business in 1996 with a passion for serving people. Pathway believes in having 1 primary advisor to help you navigate all of life’s financial obstacles. He is married to his high school sweetheart Sue, they have 3 children and 5 grandchildren. Joel enjoys spending time with his family and boating on the Great Lakes.

Pathway Financial Design
Corporate Office
7152 Knapp St NE
Ada, MI 49301

Dan has been a financial advisor since 1997, and loves helping people develop a plan for financial independence. To craft a proper plan for a family, it means the advisor must be  fully invested in their lives and success.  Dan is married to his wife Kim, and they have 2 daughters. He lives in Rockford Michigan, and enjoys spending time with family, woodworking, and bacon.

Pathway Financial Design 
Corporate Office
7152 Knapp St NE
Ada, MI 49301

Sara is a lifelong Michigander and graduate of Lakeview Highschool. She moved to Rockford over 15 years ago when she married her husband Greg. She brings over 13 years of experience as a licensed P&C insurance agent and is 100% dedicated to her customers.

Sara enjoys staying involved in the community and volunteers regularly at school functions. In her spare time, she enjoys spending time with her husband, two children and Raven their German Shepard, traveling, camping, and spending time at her family’s cottage on Little Bear Lake.

Pathway Financial Design
Corporate Office
7152 Knapp St NE
Ada, MI 49301

Sara is a Non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Ben joined the Pathway team in Fall of 2016.  He enjoys being outdoors, hunting and fishing as well as exploring the Upper Peninsula in the summer.  Ben loves spending time with family and his wife Shelby and daughter Jolee. They are looking forward to the arrival of their second baby in May 2023.

Pathway Financial Design
Corporate Office
7152 Knapp St NE
Ada, MI 49301

Ben is a non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Investment Adviser Representative of HBW Advisory Services LLC. Cetera is under separate ownership from any other named entity.

Katie joined the Property & Casualty department in 2020 where she utilizes her passion for serving others. She is dedicated to her customers and their specific needs. Katie lives in Belmont, MI with her husband Scott and their two girls, Savannah, and Aubree. She enjoys spending time with family and friends and exploring the great outdoors by boating, camping, hiking, and kayaking. Katie also spends a lot of her time watching her kids do what they love, playing basketball, soccer, and dancing!

Pathway Financial Design
Corporate Office
7152 Knapp St NE
Ada, MI 49301 

Katie is a Non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Micah graduated from West Michigan Aviation Academy in 2020. He was born and raised in Michigan, so he knows everything about fun summers, huge potholes, and cold winters. He enjoys spending time with friends and family, sports, working on or driving his car. He currently owns a 2003 Corvette that he takes to car meets and events. Life is too short to drive boring cars!

Pathway Financial Design
Corporate Office
7152 Knapp St NE
Ada, MI 49301

Micah is a Non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Roger came to work for Pathway Financial Design in 2011 but has been involved with the firm in different capacities since 2003.  He has been interested in accounting and finance since his senior year in high school and went on to graduate with a BA from Davenport University.  In his spare time he loves to travel, and especially to spend a weekends exploring his new found love of Michigan's UP ... but not when it's snowing.

Pathway Financial Design
Corporate Office
7152 Knapp St NE
Ada, MI 49301

Roger is a non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Anita Geurink is a graduate of Morenci High School in southern Michigan and graduated from Calvin University with a degree in Social Sciences. Anita met her husband at Calvin and were married soon after graduation. They were living in Zeeland, MI with their 3 children when the Lord called them to Lesotho, Africa for 7 years. She worked as a Co-director at Beautiful Gate Orphanage for 5 years, they adopted 2 precious children and then returned to MI in 2018. Anita is now assisting Bryan at the Lakeshore office when she is not busy at home with their 5 amazing kids.

Pathway Financial Design
Lakeshore Office

833 E 16th Street, Suite 200
Holland, MI 49423

Anita is a Non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Bryan is a graduate of Calvin College with a B.S. in Accounting.  He worked in public accounting as an accountant and tax preparer for 10 years, and then the Lord called him and his family to serve as the Director of an orphanage in Lesotho, Africa.  He spent 7 years there serving children in need and facilitating adoptions around the world.  He returned from Africa in 2018 and has been with Pathway Financial Design ever since.  His experience in tax and accounting helped him to get his Certified Financial Planner degree upon arrival in the USA and is currently the Managing Partner for the Lakeshore office.  When not in the office, he enjoys spending time hunting, fishing, playing board games, and out on the boat with his family.

Pathway Financial Design
Lakeshore Office
833 E 16th Street, Suite 200
Holland, MI 49423

Bryan is a non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Investment Adviser Representative of HBW Advisory Services LLC. Cetera is under separate ownership from any other named entity.

AJ began working at Pathway Financial Design in 2021 and does much of his work in our in bookkeeping and tax department. He loves to work with and helping small businesses, transferring some of his knowledge as a small business owner of a local window cleaning company.

AJ lives in Northern Michigan with his wife Allie where they love to spend time with family and explore their hometown!  

Pathway Financial Design
Traverse City Office
1015 Noteware
Traverse City, MI  49686

AJ is a Non-registered associate of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.