Our Firm

Our Firm

OUR PURPOSE:   IMPACT

WE BELIEVE:   INFORMED DECISIONS IMPROVE OUTCOMES

WHAT MAKES US UNIQUE

  • Our Services on Your Terms – Are you looking for comprehensive wealth planning? Disciplined investment management? A consultation on a specific topic? We bring flexibility, transparency and fairness to our client engagements.

  • Mission Accepted – When you enter a comprehensive engagement with our firm, we are accepting the mission to proactively inform your financial decision making. That responsibility is now ours.

  • Not Only You, Your Family, Too – Maximum impact is created when all members of your family are making informed financial decisions and the lines of communication are open. We seek to partner with your family to make this a reality.

Our Team

Justin Hutt, CPWA® RMA℠

Wealth Advisor / Managing Partner

About Justin

Justin Hutt

Justin acts as a Wealth Advisor and Managing Partner within CooperDavis, bringing leadership and innovation to the practice while also providing wealth planning services to individuals and families. He holds a bachelor’s degree in Business from Calvin College and is a Certified Private Wealth Advisor®. Justin is married to Allison, and they have three young children: Cooper, Davis, and Natalie. Justin and his family reside in East Grand Rapids and attend Ada Bible Church. He can often be found watching his boys play soccer, enjoying nature, or taking in Lake Michigan – from a bluff or a beach. Justin is passionate about working alongside families for an extensive period of time, providing financial guidance and realizing long-term financial goals.

Thomas Lintemuth, RMA℠

Wealth Advisor / Partner

About Thomas

Thomas Lintemuth

Tom acts as an Investment Representative and Partner within CooperDavis, working side-by-side with clients to help them achieve their financial objectives. He successfully completed the Wharton Retirement Program offered by the Wharton School at the University of Pennsylvania, and the Behavioral Economics Lab offered by IMCA, in conjunction with the Fuqua School of Business at Duke University. Tom is married to Leesa, and they have two sons: David and Roman. Tom and his wife currently reside in the Cascade area and enjoy traveling, biking, and spending time with their grandkids. Tom loves providing financial guidance and has done so for more than 34 years.

William Ferguson, RMA℠

Wealth Advisor / Partner

About William

William Ferguson

Bill acts as a Wealth Advisor and Partner within CooperDavis, bringing decades of experience to the practice while also providing wealth planning services to individuals and families and health insurance services to businesses. He holds a bachelor’s degree in Business from Central Michigan University. Bill is married to Kimberly, and they have three lovely daughters: Lexi, Madelyn, and Danni Rae. Their family also includes two cats, Roger and Marvin, and two dogs, Owen and Teddy. Bill and his family live in Sparta and attend Kent City Baptist Church. He loves spending time with his family, especially playing board games and video games, and going to the beach in the summer. Bill enjoys and takes satisfaction from helping clients make informed decisions.

Dustin Osborne, CFP® RMA℠

Wealth Advisor / Partner

About Dustin

Dustin Osborne

Dustin acts as a wealth advisor within CooperDavis. He holds a bachelor’s degree from Michigan State University and is a certified financial planner™ practitioner. Dustin and his wife, Sarah, reside in Clarksville, Michigan with their daughter, Charlotte, and their two dogs, Bella and Bear. He enjoys anything active, including volleyball, kayaking, and hiking. He’s also a great cook. Dustin is passionate about making a difference in people’s lives with and through finance.

Corrie Johnson

Operations Manager

About Corrie

Corrie Johnson

Corrie is the Operations Manager for CooperDavis, ensuring interactions between team members and clients are smooth and effortless. She holds a bachelor’s degree from Grand Valley State University’s Seidman School of Business. Corrie and her husband, Jason, live in Kentwood. Corrie enjoys reading and loves exploring new places, getting new stamps on her passport each step of the way. She is passionate about CooperDavis and the work the firm does to impact the lives of individuals and families.

Stephanie Johnson

Client Service Specialist

About Stephanie

Stephanie Johnson

Stephanie acts as a Client Service Specialist within CooperDavis, and has provided administrative support to financial advisors for almost 20 years. She holds an associate’s degree in Business from Baker College. Stephanie lives in Muskegon with her two sons, Drew and Alex, and has a boxer named Roxy. She loves golfing, going to nearby beaches, and spending time with her boys.

Julie Shilton

Receptionist

About Julie

Julie Shilton

Julie acts as the Receptionist for CooperDavis. She holds a bachelor’s degree in Business from Davenport University, and truly enjoys talking to clients over the phone and meeting them in person. Julie lives in Middleville with her fiancé, Dave, and their son, Bryson. She loves riding dirt bikes with her family, ‘glamping’ seasonally at Indian Valley campground, and playing outside with her son.

Gretchen Trost

Executive Assistant

About Gretchen

Julie Shilton

Gretchen works alongside Justin Hutt as his executive assistant. She strives to deliver confidence through a consistent, gregarious approach, quarterbacking any administrative or operational needs to clients while also managing the timing of proactive wealth management services that Justin provides to clients. Gretchen enjoys action adventure movies, hot yoga, microwave popcorn, and sushi.

Lacey Fairchild

Executive Assistant

About Lacey

Julie Shilton

Lacey is the executive assistant to Bill Ferguson, serving as an additional resource of customer service and efficiency to all clients. She is thrilled to be a new resident of the West Side! She loves to try new restaurants, go on hikes, and is a loyal trivia team member. Lacey is devoted to the client experience at CooperDavis and is delighted to be the newest member of the team.

Our Values

IMPACT

We focus our energy on that which creates positive impact in the lives of our clients.

 

GOLDEN RULE

We treat others the way we would want to be treated: with honor and respect in both the big things and the small.

 

HUMILITY

We recognize our abilities and limits, accept and elevate those around us, and strive for continual education and improvement.

 

CANDOR

We are clear and honest, yet sensitive and supportive.

 

CONSISTENCY

We are here today, tomorrow, and the next with energy and passion.

 

CooperDavis Financial Group
Is a Different Kind
of Wealth Planning Firm.

CooperDavis
Financial Group
Is a Different Kind
of Wealth
Planning Firm.

Our Approach

Our clients see us as counselors, as trusted partners in their financial planning success. That’s because we take the time to listen and to fully understand their financial goals and objectives. It’s also because we value relationships. Strong relationships that last a lifetime. Our team wants to make your world different, to make your world better. That makes our job – and this process – worthwhile.