The Cascade Group at Morgan Stanley

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.

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.

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.

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.

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.

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 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.

Suleyma is new to the team, but has worked in operations for Morgan Stanley for 7 years. 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.