Our Team

Mark Redfield

Mark Redfield is the managing member of Redfield Financial Group LLC, and an Investment Advisor Representative, as well as a Registered Representative of INVEST Financial Corporation. He is currently a member of INVEST Advisory Council. Mark is a principal of Blue Water Asset Management and a member of the investment policy committee as well as an investment advisor representative. With over 29 years of experience in the financial service industry, he holds Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 24 (General Securities Principal) securities registrations as well as Life, Accident, and Health licenses. He has earned the Chartered Financial Consultant (ChFC) and Life Underwriters Training Council Fellow (LUTCF) designations. Mark is a graduate of Grand Valley State University where he majored in Finance with an emphasis in investments and securities. Mark is a member of the executive committee for the Grand Valley State Seidman School of Business. He also is a past member of the Grand Valley State University Finance Advisory Board. Mark and his wife, Tami, have been married for 20 years and have 3 children who are all involved in travel sports. Mark enjoys coaching their various baseball teams.

 

Dave TeRoller

Dave TeRoller is a sales assistant with Redfield Financial Group and an associated person of INVEST as well as an Investment Advisor Representative of Blue Water Asset Management. A native of Grand Rapids, Michigan, he has over 25 years of experience in the financial services industry. Dave graduated from Western Michigan University where he received a Bachelorís Degree in Business Administration with an emphasis in finance. He advises clients in retirement planning, investment management, estate tax strategies, corporate benefits, business succession planning, and life and disability insurance. He and his wife Lisa have been married for over 20 years and are actively involved in the ministry and mentoring youth.

 

 

Scott R. Nicholson

Scott R. Nicholson is a Financial Advisor with Redfield Financial Group and an Investment Advisor Representative and  Registered Representative of INVEST Financial Corporation, as well as an Investment Advisor Representative of Blue Water Asset Management. He has been with Redfield Financial Group since 2006 and in the financial services and banking industries since 1983. Scott holds a Series 6 (Investment Company and Variable Contracts,), 63 Uniform Securities Agent State Law, ), and 65 (Uniform Registered Investment Adviser Law) securities registrations, Life, Accident and Health licenses along with a mortgage license to originate mortgages in the State of Michigan, which is a specialty. He has an MBA from Western Michigan University and an undergraduate degree from Aquinas College where he studied Economics and Business. Scott and his wife Marcy have a blended family with 3 boys. Scott stays active by playing golf, gardening, and living at the lake.

 

 

Vicky Favreau

Vicky Favreau is an executive assistant and service manager at Redfield Financial Group as well as an associated person of INVEST. She works in client service and business processing, along with various other responsibilities. Vicky has worked for Redfield Financial Group for 24 years and holds her Life, Accident, and Health Insurance licenses. Vicky has 4 grown children and enjoys outdoor summer activities and travelling.

 

 

Linda Geurink

Linda Geurink is an administrative assistant at Redfield Financial Group LLC as well as an associated person of INVEST with responsibilities that include receptionist, business processing and various other duties. Linda has spent the last 25 years raising her children and has recently re-entered the work force. She has 4 grown children and enjoys watching them in various sporting events. She also enjoys spending time with family and friends, camping, gardening, and sewing.

 

 

Nicolle Rumsey

Nicolle Rumsey is the operations and account manager of Blue Water Asset Management LLC, executive assistant at Redfield Financial Group as well as an associated person of INVEST Financial. Her responsibilities include overseeing the operations for Blue Water Asset Management LLC, project management, client service, and new business processing. She has worked for Redfield Financial Group for 9 years and holds licenses for Life, Accident, and Health Insurance. Nicolle and her husband, John, have been married for 19 years and have 3 children. Her interests include spending time with friends, family, traveling, camping, and cheering her kids on at their various sporting events.

 

 

Sarah Kleinheksel

Sarah Kleinheksel is a corporate account service professional at Redfield Financial Group, as well as an associated person of INVEST Financial. She has over 24 years of experience in both group and individual health insurance. Sarah and her husband, David, have been married 22 years and have two children. Sarah enjoys traveling with her family and following various high school, college, and professional sports.