MEET THE TEAM

MATTHEW B. BOERSEN, CFP®, CFA

Certified Financial Planner™, Chartered Financial Analyst

Managing Partner

Matthew is the Managing Partner of Straight Path Wealth Management. He has the rare distinction of having earned both the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst certification. The CFP signifies integrated knowledge in estate, retirement, business and tax planning. The CFA proves an in-depth understanding of investments and economics. He also received his Bachelor’s degree in Finance from Grand Valley State University.

Matthew serves as one of the youngest ever Directors on the CFP Board, the oversight body of over 87,000 Certified Financial Planners. In addition, in 2020, Matthew was selected as a Top 40 Under 40 Advisor in the country.

Matthew lives in Jenison with his wife, two daughters, and son. They also have a Golden Retriever named Hope that they adopted through the Paws for a Cause Program. In the fall and winter, Matthew loves watching college football and basketball. During the summertime, he enjoys playing golf with a goal of golfing in all 50 states.

Over the years, Matthew has served on several non-profit boards including a private school and an NGO that provides health care in Sudan and Kenya.

What is your favorite food/ guilty pleasure?

Bacon Fried Brussel Sprouts

What did you want to be when you grew up?

NBA Player

If you could be one superhero, who would it be?

Iron Man

matt edit 1.jpg
Victoria edit 3.jpg

VICTORIA BUFFUM EA

Enrolled Agent

Chief Operating Officer, Partner

Victoria has been with Straight Path Wealth since 2017 where she is the Chief Operating Officer and handles a variety of activities for the office.

Victoria graduated from Cornerstone University where she majored in Finance and had a double minor in Management and Economics. Since then, she has been working in the financial industry for five years. She is also an Enrolled Agent (EA). EA’s are federally-licensed tax practitioners with expertise in taxation.

She lives in Grandville with her husband Jordan and their son. They enjoy spending time with friends and family. In her free time, Victoria loves to be outdoors: hiking, biking, running, or enjoying Lake Michigan.

.

What is your favorite food/ guilty pleasure?

Tru Fru Frozen Chocolate Covered Raspberries

If you could be one superhero, who would it be?

Iron Man

What did you want to be when you grew up?

I always wanted to be a mom when I was younger, and now I love that I am able to be a mom while still working a career that I love.

THOMAS J PROOS, CPWA

Certified Private Wealth Advisor

Senior Wealth Advisor

Tom joined Straight Path Wealth Management in 2020.  He is a Certified Private Wealth Advisor (CPWA) which is a holistic multidisciplinary program focusing on the lifecycle of wealth:  accumulation, preservation, and distribution. 

Tom has over 30 years of experience in the financial services industry.  He helps clients coordinate their planning to meet their life goals.  He believes that part of the planning process is to help clients understand risk and how to keep behavioral biases in check, which can be just as important as investment returns.

Tom is very passionate about martial arts and strives to live the "martial way." He is an avid reader and enjoys being outdoors, photography, and spending time with family and friends.  He and his wife live in West Michigan.

If you could be one superhero,

who would it be?

Batman

What's one word that best describes you?

Calculated

What did you want to be when you grew up? 

Astronaut

Ken New Edit 3.jpg

Ken Welch, CPA

Certified Public Accountant 

Wealth Advisor

 

Ken joined Straight Path Wealth Management in December  2020. Ken graduated from Calvin University with a  bachelor's degree in accounting. He obtained his CPA license and spent 5 years in public accounting at a national accounting firm and transitioned to a CFO role at a managed healthcare provider for 5 years.

 

 Ken lives in Hudsonville with his wife and 4 kids.  He enjoys spending his free time with family and friends, mountain biking, and playing beach volleyball.

What's one word that best describes you?

Dedicated

If you could be one superhero, who would it be?

Captain America

What did you want to be when you grew up? 

Heavy machinery operator

David Lutz

Senior Wealth Advisor

David joined Straight Path Wealth Management in 2021 as a Senior Wealth Advisor.  He recently completed a 33-year career at a local office furniture company, holding several financial roles in support of product development, new business ventures and dealer distribution. Most recently he led their acquisition and alliance activity. In addition, he has worked for a variety of manufacturing companies in industries such as pulp and paper, heating and cooling equipment, and technology equipment. David holds a Bachelor of Science in Chemistry and a Master in Business Administration, both from Western Michigan University. He is currently pursuing his Certified Financial Planner (CFP) designation.

 

Active in the local community, David has held a number of leadership roles at his church, was elected to the Board of Education for a local school district and served on the Board of Trustees for an elder care organization. He and his wife live in West Olive and have a blended family of seven children and six grandchildren.

What did you want to be when you grew up?

Car mechanic

What's one word that best describes you?

Focused

What is your favorite food/ guilty pleasure?

Tulip Time junk food - especially Elephant Ears

Dave Edit 2.jpg
Jake edit 2.jpg

JAYCOB KEUNING, CFP®

Certified Financial Planner ™

Wealth Advisor 

Jaycob joined the Straight Path Wealth Management team in 2019. He is the financial planning associate and mostly works with clients on their financial goals and investment strategy. Before coming to Straight Path, he worked at a local CPA firm in Holland.

Jaycob attended Grand Valley State University and graduated with degrees in Finance and Accounting. Jaycob lives in Holland. He enjoys spending his free time playing golf, exploring hiking trails, trying out new breweries, and watching sports.

If you could be one superhero, who would it be?

Thor (God of Thunder)

What is your favorite food/ guilty pleasure?

Pizza with ranch

What did you want to be when you grew up?

Professional Golfer

RHIANNON DIEKEMA, EA

Staff Accountant

Rhiannon joined us in 2019. She is a staff accountant and mostly handles bookkeeping. Before coming to Straight Path, she worked as a customer service manager for five years. Rhiannon attended Davenport University, where she majored in Accounting Fraud Investigation.

She and her husband Nathan live in Holland with their one year old son. Together, they love spending time in the U.P., seeing local bands play, and trying out new restaurants and breweries. They also enjoy playing darts and going bowling in their free time.

What is your favorite food/ guilty pleasure?

Tortilla Chips

If you were crayon what color would you be? 

 Blue

What did you want to be when you grew up?

FBI Agent

Rhi Edit 2.jpg
Marsha Edit.jpg

MARSHA SHADE

Client Services Specialist

Marsha has been with Straight Path Wealth Management since 2016. Prior to joining the Straight Path Wealth Management team, she worked with SA Advisory since 2007.

Before entering the financial industry, Marsha earned her bachelors in Business from Calvin College. Since then, she has been in the financial industry for 25 years.

Marsha and her husband Jim live in Grand Rapids. They have three adult sons and one grandson. In her free time, she enjoys spending time with friends, gardening, and reading. Marsha also loves going to live events whether it be concerts or theater.

What did you want to be when you grew up?

A Mom

What's one word that best describes you?

Diverse

If you were crayon what color would you be? 

Blue/ Teal, The color of Lake Michigan in the late afternoon

HEATHER BAEDER

Office Administration

Heather has been with Straight Path Wealth Management since October 2019. Prior to joining the Straight Path Wealth Management team, she worked with Weller Truck Parts for 22 years. 

 

Heather and her husband Aaron live in Bryon Center. They have 3 kids who are 21, 18, and 13 years old. In her free time, she enjoys spending time gardening, and photography. Additionally she loves to travel wherever she can, locally and internationally with her husband and kids. 

What's one word that best describes you?

Caretaker

If you were crayon what color would you be? 

 Orange

What did you want to be when you grew up?

A Teacher

Healther Edit 2.jpg

KYRA SCHOFIELD

Marketing and Advertising Intern

Kyra joined us as an intern at Straight Path Wealth Management team,

 in November 2020. 

She lives in East Grand Rapids and is working toward getting a bachelors degree from Calvin University as a film and media, Strategic communication major. She is also a part of the women's soccer at Calvin. She enjoys spending time with her friends at the beach, playing board games, and creating short films.

If you were crayon what color would you be? 

Yellow

If you could be one superhero, who would it be?

Ironman

What is your favorite food/ guilty pleasure?

Fresh baked cookies

MADELYN LANSER

Financial Planning Intern

Madelyn is the newest intern at Straight Path Wealth Management for summer 2021. 

 

Madelyn lives in Grand Rapids and is working toward her bachelors degree at Calvin University majoring in financial planning and minoring in supply chain management. She enjoys spending time on the lake, playing sports, and hanging out with friends.

What's one word that best describes you?

Determined

If you were crayon what color would you be? 

 turquoise

What is your favorite food/ guilty pleasure?

Any form of potato