Our Values





We provide a platform and patterns that organize your financial life.


We bring clarity to your personal financial picture and prepare you for challenges around the bend.

Measure Risk

We help you assess risks to your financial success.

Seize Opportunities

We identify and alert you to opportunities that advance your goals.

Enhance Aptitude

Our expertise helps you cut through the noise, empowering you with the key knowledge to understand your options.

Take Action

We empower you to take action.

Our Expertise

Meet our Team


Chief Executive Officer | Wealth Advisor

Hey, I’m Bob.  My title says I’m CEO of Embark Financial Partners, but that’s kind of new.  Here’s how I got here:  I was...

Grand Rapids

Chief Operating Officer | Wealth Advisor

For almost two decades, I have enjoyed helping others as a consultant and educator in the medical research and...

Grand Rapids

VP of Insurance and Marketing | Wealth Advisor

As a 7 on the Enneagram, “the enthusiast”, I consider myself an optimistic adventurer who is always on the go. I...

Kansas City

VP of Financial Planning | CERTIFIED FINANCIAL PLANNER™ | Wealth Advisor

I’m Will, the Vice President of Financial Planning and a Wealth Advisor for Embark...


Wealth Advisor

I was born and raised in Muskegon and am a Mona Shores Graduate.  After graduation, I attended Baker College and was in the first graduating class to...

Grand Rapids

Director of Operations | Client Support Specialist

I am an addict of Iced Coffee, a lover of true crime podcasts, a fan of Michigan football, and a believer...

Grand Rapids

Client Support Specialist

Hello! I’m Alana – I am a crafty, theater nerd who takes a little too much enjoyment from crossing items off to-do lists. 

I was...


Client Support Specialist

I have been working in Financial Investment Services industry for the last 49 years as an Administrative Assistant & Client Support...

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