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Investment Advisor Representative
Phone: 616-534-9623 ext 164
Fax: 616-534-1340
Mobile: 616-822-2496
rwells@vantagepointefinancial.com
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Philosophy
I strive to help people reach and exceed their financial goals through proper strategies, diligence, excellence, passion and love.
Professional Services
- Life Insurance
- Investments
- Charitable Giving Strategies
- Estate Conservation Stategies
- Retirement Funding Strategies
- Business Continuation Strategies
Professional Qualifications
- B.A. in Business Management and Biblical Studies from Evangel University in Springfield, MO - 2002
- Wyoming-Kentwood Area Chamber of Commerce Board of Directors
- Wyoming-Kentwood Area Chamber Foundation Board of Directors
- Series 7, 66, Life, Accident & Health, Variable Licensed
- CFP® Practicioner
- Member FPA (Financial Planning Association)
- Member Kingdom Advisors
Personal Information
- Raised in Lansing, MI
- Reside in Kentwood with wife, Diane and son, Henry
- Married to Diane
- Member of Grand Rapids First Assembly
- NAIA Football All American Scholar Athlete - 1999
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