Greg Bootsma, CFP®
Senior Vice President, Financial Advisor, Alternative Investments Director
Phone:
(616) 974-8906(616) 974-8906
The Cascade Group at Morgan Stanley
Direct:
(616) 974-8913(616) 974-8913
Toll-Free:
(888) 769-9142(888) 769-9142
Our Mission Statement
Our mission is to provide our clients with a financial advisor team that has a reputation for integrity, loyalty and high quality service.
Investment Philosophy and Process
We work with our clients to create personalized investment solutions that fit their specific needs. We will assist our clients in building comprehensive financial, retirement and estate plans in preparation for both the certainties and uncertainties of life.
The cornerstone of our investment philosophy is preservation of capital while seeking to achieve returns that are commensurate with each client’s level of risk tolerance. Our philosophy is centered on an understanding of the long-term goals of our clients. This requires a focus based on investing over years – not weeks or months. We do not seek to take a high degree of risk in order to obtain the highest possible returns. We will consistently strive to observe a high level of professional and ethical standards.
The cornerstone of our investment philosophy is preservation of capital while seeking to achieve returns that are commensurate with each client’s level of risk tolerance. Our philosophy is centered on an understanding of the long-term goals of our clients. This requires a focus based on investing over years – not weeks or months. We do not seek to take a high degree of risk in order to obtain the highest possible returns. We will consistently strive to observe a high level of professional and ethical standards.
In order for our clients to reach their financial goals, we believe we need to:
- Understand each client's unique situation and particular goals;
- Create a unique investment strategy to match each client's risk parameters;
- Allocate investments among quality managers, various asset classes and specific management styles; and
- Review and re-balance client portfolios on a consistent basis
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our process begins with you, your investment objectives and your financial goals. Our approach is holistic and encompasses all the elements of your financial life. We will work closely with you to create a tailored strategy to get you there.
1: Discovery
We take the time to fully understand each client's unique situations and particular goals. We consider all of your needs, wants, and desires when constructing your financial plan. To do this, we work to understand your entire financial picture and what is most important to you.
2: Implementation
Using our risk management framework to assess current assets and risk exposures, we will begin to construct a financial plan which encompasses every important detail of your life. Then, with your approval, we begin to implement the plan.
3: Diversification
We allocate your investments among quality managers across specific management styles, in a various amount of asset classes. These investments are made within the personalized investment framework we design with you.
4: Review and Re-balance
Finally, we meet regularly to ensure your plan remains current and to review your progress towards achieving your goals.
Financial Planning
We work with you to complete our unique one-page financial summary worksheet. This document enables our entire team of advisors to understand your financial picture and make appropriate recommendations.
Goals Planning System (GPS)
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Learn more about Goals Planning SystemLifeView Financial Goal Analysis
Leveraging our LifeView Goal Analysis tool, we can work with you to create a personalized financial plan. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.
LifeView Financial Goal AnalysisPortfolio Risk Platform (Aladdin)
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's state-of-the-art Aladdin risk engine. It provides you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk PlatformInvestor Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click Here for the "GIC Weekly"
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here for the "On The Markets"
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Click Here for the Latest Episode
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Click Here for the Latest Episode
2023 Outlook: The Year Ahead for Markets
Investors can expect weaker growth, less inflation and an end to rate hikes, creating bright spots for bonds, defensive stocks and emerging markets. Morgan Stanley experts share insights on what may lie ahead.
Click Here for the "2023 Outlook"
529 Plans: A Powerful Tool to Save for Education
Though education costs continue to climb, starting to save early can make a difference.
Click Here to Read
Leading with Love: A Candid Conversation with Ally Love
Love and diamonds are typically a winning combination. When Annie Diamond, Executive Director and New England Regional Sales Manager at Morgan Stanley, sat down with Ally Love, CEO/Founder of Love Squad, Peloton Instructor and in-arena Host of the Brooklyn Nets, it was no exception. Their frank conversation about "progress over perfection," motivation and health and wellness will inspire all those who aspire to "boss up."
Click Here to ReadModern Wealth Tools
Morgan Stanley Online
Morgan Stanley Online is the foundation of our modern wealth client experience. Our digital capabilities online and on the Morgan Stanley Mobile App allow you to stay informed about your investments and manage your everyday finances while providing protection for your account with our encryption and fraud prevention technology.
Morgan Stanley Online
Total Wealth View
Through Morgan Stanley Online, you can view your Morgan Stanley accounts and those from other financial institutions all in one secure place. This gives a better view of your complete financial picture and helps to better track your goals and plan for the future.
Total Wealth View
eSign
eSign allows you to simply and easily sign account opening and transaction forms electronically. It is completely digital, so your personal information never has to be printed or emailed, making it more secure than traditional methods like email, paper, or fax. Once you receive an email from "Morgan Stanley via DocuSign," you simply follow the instructions and sign your documents.
When you use eSign, you must verify your identity before you sign the document and then, once signed, the document is sealed against tampering and cannot be edited.
eSignWhen you use eSign, you must verify your identity before you sign the document and then, once signed, the document is sealed against tampering and cannot be edited.
eAuthorizations
With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.
eAuthorizations leverages multiple strong factors of authentication to confirm your identity, which significantly mitigates security risks.
eAuthorizationseAuthorizations leverages multiple strong factors of authentication to confirm your identity, which significantly mitigates security risks.
Data Security
At Morgan Stanley, our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
- Encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Data Security Measures- Encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Digital Vault
Digital Vault allows you to easily manage and share your important documents. All files are scanned for viruses and malware, and are encrypted while transferred and stored. Access is limited to you and anyone you designate.
Click Here to Learn MoreLocation
5122 Cascade Road SE 1st
Fl
Grand Rapids, MI 49546
US
Direct:
(616) 974-8913(616) 974-8913
Toll-Free:
(888) 769-9142(888) 769-9142
Fax:
(616) 974-8950(616) 974-8950
Meet The Cascade Group
Rob Flermoen, QPFC
Senior Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Advisor, Insurance Planning Director, Corporate Retirement Director
Phone:
(616) 974-8917(616) 974-8917
Dave Vanwingerden, CRPC®
Senior Vice President, Financial Advisor
Phone:
(616) 974-8905(616) 974-8905
Drew Hendriksen
Financial Advisor, Financial Planning Specialist
Phone:
(616) 974-8914(616) 974-8914
Abe House
Financial Advisor, Financial Planning Specialist
Phone:
(616) 771-6004(616) 771-6004
Beth Berlin
Assistant Vice President, Group Director
Phone:
(616) 974-8913(616) 974-8913
Jessica Tiefenbach
Director of Business Strategy
Phone:
(616) 974-8902(616) 974-8902
Suleyma Argueta-Corbera
Client Service Associate
Phone:
(616) 974-8930(616) 974-8930
Libby Pethick
Client Service Associate
Phone:
(616) 771-6088(616) 771-6088
Isaiah House
Client Service Associate
Phone:
(616) 771-6001(616) 771-6001
About Greg Bootsma
Greg Bootsma is a Financial Advisor with the Cascade Group and has over 35 years of industry experience. He also holds the titles of Alternative Investments Director and Portfolio Management Director and received the designation of CFP® in 1998. His focus is on helping clients understand the important issues surrounding their lives through financial planning. Spending the time with clients to understand their whole financial picture, and finding the solutions allows his clients to build confidence towards achieving their goals. Greg and his team work to provide top-quality service through a unique perspective across a multitude of experience all working on their clients’ behalf.
Greg holds a bachelor’s degree in Business Administration with an emphasis in Finance from Grand Valley State University. Outside of the office Greg has a loving family with his wife Julie, four kids and four wonderful grandchildren. Over the years Greg and his wife have actively been involved in several local non-profit religious and educational institution boards. In his free time Greg enjoys golfing, skiing, and most importantly spending quality time with his family.
Greg holds a bachelor’s degree in Business Administration with an emphasis in Finance from Grand Valley State University. Outside of the office Greg has a loving family with his wife Julie, four kids and four wonderful grandchildren. Over the years Greg and his wife have actively been involved in several local non-profit religious and educational institution boards. In his free time Greg enjoys golfing, skiing, and most importantly spending quality time with his family.
Securities Agent: WI, MN, WA, PA, SC, NJ, CT, NC, FL, AK, MA, LA, NV, NM, NE, MT, HI, MI, IL, CO, CA, TN, NY, IN, IA, GA, AZ, OH, MD, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265030
NMLS#: 1265030
About Rob Flermoen
Rob is a seasoned financial advisor with the Cascade Group, serving since 2006. His passion lies in helping clients build robust financial plans and offering guidance throughout life's various stages. Understanding the emotional aspects of both finances and life, he emphasizes the power of teamwork during challenging times. Rob's client-centered approach entails gaining deep insights into their financial aspirations and forging strong, trusted relationships. Alongside a dedicated team, he delivers top-notch service, drawing from a wealth of experience to cater uniquely to each client's needs.
Securities Agent: WV, CT, NJ, MO, WA, NC, AK, WI, GA, MA, DC, UT, OR, MD, IL, HI, CO, SC, NM, MT, LA, OH, CA, VA, PA, MI, IA, AZ, TX, NY, NV, IN, FL, TN, NE, MN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261809
NMLS#: 1261809
About Dave Vanwingerden
As a Financial Advisor since 1997, Dave offers a blend of professional investment advice and personal service. He assists the team’s clients in developing clear investment objectives and goals and works with them to establish an investment portfolio consistent with those goals. Dave focuses on portfolio management and retirement planning. Dave earned his Bachelor’s degree from Calvin College. He serves on a number of non-profit boards and is involved in various church activities.
Securities Agent: WI, TX, NE, GA, FL, IL, NV, WA, TN, SC, NJ, LA, IN, IA, MD, CO, AZ, AK, CT, PA, OH, CA, MI, NY, NM, NC, MT, MN, MA, HI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252972
NMLS#: 1252972
About Drew Hendriksen
As a Financial Advisor Drew’s focus is on his client’s goals through the creation of a financial plan. Drew strives to provide clients with a truly holistic and quality financial plan that considers all the complexities of his clients’ needs, wants, and goals. This allows Drew to create an execute a customizable plan with his clients so they can live the life they want to live. Drew became an advisor due to his passion of building relationship and working in the best interest of others. Within the Cascade Group, Drew assists in offering a unique perspective, personal expertise and providing support to others to truly offer a collaborative and holistic experience to his clients.
Drew graduated from Calvin College with a degree in Business Finance and Spanish and has his Series 7 and Series 66 licenses. Outside of the office Drew is a board member of two different organizational non-profits. In his free time, Drew enjoys running, golfing, hiking and being involved at his local church and community.
Drew graduated from Calvin College with a degree in Business Finance and Spanish and has his Series 7 and Series 66 licenses. Outside of the office Drew is a board member of two different organizational non-profits. In his free time, Drew enjoys running, golfing, hiking and being involved at his local church and community.
Securities Agent: OR, NM, NY, MO, LA, IA, CA, NE, WA, UT, MA, SC, PA, TX, NJ, MN, IL, GA, DC, AZ, WV, TN, MT, MI, IN, HI, AK, VA, CT, NV, NC, CO, OH, MD, FL, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1819604
NMLS#: 1819604
About Abe House
Securities Agent: AZ, IA, WV, NY, NE, MD, LA, IL, HI, AR, VA, MA, DC, CO, WI, SC, PA, MO, AK, WA, OR, NC, MN, IN, CT, CA, OH, NV, MT, MI, UT, TN, NJ, GA, TX, FL, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 2527476
NMLS#: 2527476
About Beth Berlin
Beth started her career in Chicago at Dean Witter and received her Series 7 license in 1993. During that time, she also received a Master’s Degree in International Business from DePaul University. Beth has a well-rounded knowledge of our business and has worked in several different facets of our industry. She is using her prior industry experience to help our team develop strategies related to the standardization of our client experience and business development. Beth spends much of her summer on the golf course and enjoys family dinner with her husband and two daughters.
About Jessica Tiefenbach
Jessica has worked with the team since 2008, received her Bachelor’s degree in Accounting from Calvin College and holds her Series 7 license. She is passionate about ensuring that all clients have an exceptional service experience. She leverages her organizational and problem-solving skills to provide that exceptional client service each day. In her free time, Jessica enjoys spending time with her husband and two daughters, gardening and floral arranging, and is involved in a variety of church activities.
About Suleyma Argueta-Corbera
Suleyma has been with the team since 2022, but worked in operations for Morgan Stanley for 7 years prior to that. Her experience has helped us behind-the-scenes, keeping our team organized and running efficiently. In her free time, Suleyma enjoys reading, cooking, and spending time with her son.
Contact Greg Bootsma
Contact Rob Flermoen
Contact Dave Vanwingerden
Contact Drew Hendriksen
Contact Abe House
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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Ready to start a conversation? Contact The Cascade Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
