Daniel VanSkiver, RFC® | Partner
Dan started his career in 2000 and helped form Strategies Financial Group in 2004. His years of financial experience have allowed him to counsel individuals, families, and business owners in several areas of financial planning, along with estate and business transition planning. In addition, Dan works with numerous businesses in the West Michigan area helping with all ranges of employee benefits.
Dan is a graduate of Western Michigan University with a Bachelor of Science degree in Finance and Statistics. Dan enjoys spending time with his family. He and his wife Susie are blessed with four sons. Dan also enjoys being involved in the community. He has served and currently serves on several Executive Boards in the area including; The Leukemia & Lymphoma Society®, The Grand Rapids Southeast YMCA, Mayflower Congregational Church Membership Committee, Ada Bible Church Benevolence Committee. Since 2009, Dan has also been active in the Leukemia & Lymphoma Society’s Team In Training® program on an annual basis, by participating in endurance sport events while raising funds and awareness for blood cancer. In 2016, Dan founded the Dream Team benefitting Make-A-Wish of Michigan - a team of volunteers participating in triathlons, marathons, etc. while raising funds for The Make-A-Wish foundation.
Phone: (616) 719-5001
David Willis | Partner
David was born in England and emigrated to Canada where he resided for the next 28 years mostly in Toronto. It was in Canada that David met his wife Susan who was originally from Grand Rapids. Family ties pulled Susan back to her hometown and in 1996 David became a resident of West Michigan.
Upon joining the International Finance Team at Amway, David travelled to many countries sometime for extended periods. During this time he worked in Europe, many Asian countries as well as Africa; in all a great experience in meeting and working with people of different backgrounds and cultures.
Educated in Britain and Canada David followed an accounting, finance curriculum. More recently he completed Grand Valley’s Seidman College course in financial planning. He is also a MSU Extension Master Gardener Volunteer.
David currently works as a financial advisor to individuals on a personal basis, as well as to medium and small sized companies. Years of experience in financial roles taught the values of being analytical, forthright and compassionate; traits that are useful in guiding, planning and assisting clients with the myriad of financial choices that must be made as one progress through life.
Phone: (616) 719-5062
H.M. "Skip" Baxter III | Partner
Skip is a life long resident of West Michigan. After completing four years in the U. S. Navy he attended Ferris State University and entered the life insurance business while a student in 1967. Upon graduation he joined The New England in 1971, was made a supervisor in 1972, Agency Manager in 1978 and appointed General Agent (Managing Partner) in September of 1980. He retired from The New England in 1997 and soon after formed Strategies Financial Group and joined the ranks of ValMark Securities. In 2017, Skip retired from the investment business and shifted his focus on helping run the non-securities related employee benefits offerings.
A recognized industry leader, he has been the recipient of countless management awards, served on local and national boards and has donated countless hours to the Grand Rapids YMCA and Rotary Club.
Always learning, Skip’s clients count on him for bright, creative ideas to turn their financial problems into financial opportunities.
Skip and his wife, Sharon, have two married children and nine wonderful grandchildren.
His favorite leisure activity is golf.
Phone: (616) 719-5002
John Weesie | Employee Benefits Specialist
Email: firstname.lastname@example.org .