Advisors & Team
Mark Sitzema
Financial Advisor
Licenses: Life, Series 6, 63, 65, VA
Mark is from Hudsonville, Michigan and has been married to his wife, Stacy for 25 years. Together, they have raised 2 wonderful boys. For 14 years, Mark worked as a journeyman machinist. After being introduced to the business by Stacy, he came on full-time, specializing in investments and retirement game plans for over 15 years now. Mark enjoys helping give people clarity and confidence to get to and through retirement while acting with integrity, honesty, transparency, and accessibility. When he’s not working with clients, he enjoys hunting, fishing, and camping.
Stacy Sitzema
Financial Advisor
Licenses: Mortgage, Life, Series 6, 63, 65, 26, VA
Stacy was born in Holland, Michigan. Over 25 years ago she married her partner in life and business, Mark. They have been blessed with 2 boys who are now grown. Stacy previously worked as a quality engineer in the automotive industry. In 2001, there was a significant disruption in the manufacturing industry that made her realize she needed to make a change. That’s when she was introduced to an opportunity in financial education. She understands that most people know what they want, but aren’t always clear on how to get there. She is very passionate about helping people develop a clear vision and road map to achieve their financial goals. She finds a high level of fulfillment by serving people and building a business. In her free time, you can find Stacy outside fishing or boating on their lake, hiking, camping, and trail riding.
Dinorah Caro Livingston
Financial Advisor
Licenses: Mortgage, Life, Series 6, 63, 65, 26, VA
Dinorah was born in Cuba, raised in West Michigan with a community focused on freedom and the desire to help others achieve it. Married to her husband James, with a blended family of 8 adult children, she has realized that true freedom encompasses more than escaping communism. As a business graduate of MSU, Dinorah shifted her corporate merchandising experience to the financial industry to fulfill her personal dream of attaining freedom of time and freedom of money. Nearly 20 years partnering with families, Dinorah has discovered Financial Freedom is what everyone wants but very few were on track when they originally met. Dinorah has a strong commitment to partner, educate, and coach families towards reaching their goals of attaining true freedom in their financial lives. Dinorah & James fill their free time seeking adventures together, traveling, and enjoying outside activities. It is Dinorah’s passion to help others realize their dreams too.
Karen Streitel
Financial Advisor
Licenses: Mortgage, Life, Series 6, 63, 65, VA
Karen grew up in Flushing, MI, and moved to Grand Rapids shortly after high school. She attended Ferris State University focusing her studies on Advertising/Marketing and Business. Upon graduation, she developed a successful 38 year long marketing career in both the small business environment and Corporate America. In 2010, she was introduced to the concept of teaching people "How Money Works" through financial education. Helping families become debt free, properly protected and retirement ready became a passion. She has a strong drive to serve and make a difference throughout our community. Karen is married with 3 grown children and 5 grandchildren. She and her husband enjoy their cottage on Big Star Lake where they relax and spend time with friends and family. Boating, trail riding, and sitting by the campfire are some of their favorite things to do.
Nathan Sitzema
Financial Advisor
Licenses: Life, Series 6, 63, 65, VA
Nathan was born and raised in West Michigan. While initially interested in pursuing a degree in Forensic Science at Michigan State University, he soon discovered his passion for financial education and decided to join his family in business. Nathan recognizes the ever growing need families have for a financial roadmap and has been helping families reach their goals since 2018. Outside of his career, Nathan enjoys beach volleyball during the summers and studies mixed martial arts in his free time.
Anita DeBoer
Financial Advisor
Licenses: Life, Series 6, 63, 65, 26, VA
Anita was born and raised on Long Island in New York. She attended college at State University of New York at Stony Brook and graduated with a Bachelor of Science in Psychology in 2005. She moved to Grand Rapids in 2009 when she got engaged to her now husband Tyce. Since college, Anita has worked in financial services after coming across the opportunity to help families in a critical area of life. She is passionate about helping families meet their financial goals and dreams by helping them plan for retirement, become debt free, and protect their families with quality life insurance. Anita's hobbies include sewing, reading, and camping.
Lorie Smith
Financial Advisor
Licenses: Life, Series 6, 63, 65
Lorie is from Hopkins, Michigan. She has been married to her husband, Bernie, for over 45 years. They have a son, a daughter, and 3 granddaughters. Right out of high school, Lorie started in the banking industry. She then transitioned to a job in the corporate world where she worked with the same company for 29 years. Lorie also spent over 25 years volunteering as an EMT in the local EMS service. She discovered that no matter where she went or what she did, she had a heart to serve people. On retiring from her corporate job, she wanted to be able to help others as her financial advisor helped her and her husband to comfortably retire early. Lorie then pursued financial education so that she too could become a financial advisor, helping others with their financial opportunities and dreams. In her spare time, Lorie enjoys reading, different types of painting, and spending time at their cabin in the Smokey Mountains of North Carolina.
Melveen Stevenson
Financial Advisor
Licenses: Life, Series 6, 63, 65
Melveen was born and raised in Hawaii on the island of Oʽahu. Today, she resides in the Ozarks region of Missouri with her partner in life, Marc. Melveen previously held leadership positions in human resources in several industries, including food manufacturing, medical devices, and healthcare. She has also been a faculty member at California State University. She earned her MBA from Michigan State University and an undergraduate degree in accounting from the University of Hawaii. At the age of 21, Melveen became a military widow and was driven to wisely invest the proceeds of her husband’s life insurance policy. She was introduced to financial investing and successfully managed her own portfolio for decades. A few years ago, Melveen set out on a mission to empower families and individuals to build the life of their dreams by laying a foundation for financial education and independence. She is a committed guide in helping clients to reach their financial goals and developing their comfort and confidence with money matters. In her free time, Melveen enjoys photography, cooking, travel, gardening, and designing her homestead with Marc.
Gabriella Beyer
Office Manager
Gabriella is originally from Toledo, OH. She moved to Grand Rapids, MI to attend college at Cornerstone University where she obtained her bachelor’s degree in business management. Michigan has since become the place where she and her husband, Noah, call home and raise their growing family. As the office manager, Gabriella uses her skills and passions for organization, processing, and management to support the team and ensure that our clients receive the best customer experience. In her free time, she enjoys being outdoors (especially near the water!) and spending time with friends and family.
