Cari Gladstone serves as our Office Administrator.

She is an integral part of our team, using her extensive knowledge of every aspect of our business to coordinate all of our clients’ planning needs. Cari also has a firm grip on our goal ― to assist our clients in securing the future they worked so hard for.

Cari attended Grand Rapids Community College and Grand Valley State University. She’s fun and spirited; enjoys reading, writing, and all things artistic; and one day dreams of owning her own coffee shop.

In her free time, Cari enjoys skating, disc-golfing, working on her home and yard, and assisting in animal rescues. Cari currently resides in Wyoming, Michigan, with her husband Matt.