Our Team

Peter VanDer Schaaf Dowie VanDer Schaaf Tricia Chupp Financial Advisors Grand Rapids Michigan Stifel Meet the Team 

We believe very strongly that this industry requires a team approach. The information to absorb on investments is massive. Certainly you require quick responses to your questions and concerns. Only through a dedicated team can the information be absorbed, appropriate recommendations made, and prompt and efficient service given to you, the client.

 

Peter VanDer Schaaf
Senior Vice President/Investments

 

Peter has been his clients' advocate in the financial markets for 30 years.  He is a lifetime member of the American Association of Individual Investors.  He has attained the Chartered Market Technician designation.  Throughout his adult life, Pete has served on the boards of local not-for-profit corporations.  He offers his clients a thorough investment management process and a six-step process for comprehensive wealth management plan that is tailored to each client's situation.

 

 

 

Dowie VanDer Schaaf
Financial Advisor

Dowie is your first point of contact during the initial phases of the investment process.  A member of The VanDer Schaaf Team since 2005, he is responsible for arranging client briefings, scheduling phone appointments, forwarding appropriate information, answering questions regarding our questionnaires, and periodically reviewing your account information with you.  He holds Series 7 and 66 securities licenses.  He is also in charge of generating new business.  If you know of anyone who could potentially benefit from my services, Dowie is the one to call.

 

 

 

Tricia Chupp
Senior Registered Client Service Associate

Tricia’s primary duty is to serve as my client services manager.  Having been with The VanDer Schaaf Team since 2005, she is responsible for addressing all client service-related questions and issues.  If you need a check from your account, want to schedule a face-to-face meeting, are curious about a dividend, or would like other information, she’s your contact.  She is also highly knowledgeable on our client database system.  In addition, she maintains our computer data accurately and produces all the mailings that are generated from our office.  She holds Series 7 and 66 securities licenses.