Our Firm

Our Firm

OUR MISSION: To help our clients experience the confidence that comes from a financial life built on purpose

WE BELIEVE: Informed decisions improve outcomes

WHAT SETS US APART

  • 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 children: Cooper, Davis, and Natalie. Justin and his family reside in East Grand Rapids and attend Ada Bible Church. He can often be found at one of his kids’ many activities, enjoying nature, or on his Peloton bike. Justin is passionate about working alongside families for an extensive period of time, providing financial guidance and realizing long-term financial goals.

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 two young children, Charlotte and Luca, and their dog Bella. 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.

Jo VanderPloeg

Client Service Associate

About Jo

Jo VanderPloeg

Jo is our Client Service Associate. She graduated from Calvin College with a degree in Recreation which has provided her career opportunities in the areas of residential care and education prior to her position here with the CooperDavis team. Jo and her husband Aaron have two teenage daughters, Lainy and Rory, live in Eastown, and are active members of Oakdale Park Church. She loves all things related to fitness and nutrition, reading, cooking, organization of any kind, the enneagram, and spending time with family and friends. Jo is passionate about hospitality, serving others, and providing clear and consistent communication for our clients.

Mark Bowers

Financial Planning Analyst

About Mark

Mark Bowers

Mark acts as a Financial Planning Analyst within CooperDavis, helping prepare and implement the advice provided to our clients by our advisors. He holds a Bachelor’s degree in Business with a concentration in Finance from Calvin College. Mark is engaged to his fiancé Dara and they are currently house hunting in Grand Rapids. Together they enjoy socializing with friends, trying new restaurants, and going to the gym. Growing up in a small farm town Mark understands the value of long term relationships and hard work. He is passionate about going above and beyond to help add value to our clients’ wealth planning experience.

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

We believe 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.