The Guidestream Financial team combines the expertise and professional support you need in financial planning and investment management to effectively manage the resources entrusted to your care. Take a look to see how they might be of specific service:
Mark S. Olson, MBA, CIMA®, President
Mark has served as President since 2003; in this role he oversees the long-term strategies and daily operations of the Registered Investment Advisory Firm including all investment processes. Mark is inspired to lead an organization that genuinely cares for and serves clients without conflicts. He is an honor graduate from Spring Arbor University with a B.A. and Master’s degree in Business Administration. Mark also holds the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association and The Wharton School at The University of Pennsylvania.
Prior to joining The Free Methodist Foundation in 1999 Mark had 20 years’ experience in finance, operations and executive management. He is committed to his family and has served through his local church in a variety of ways over the years. Mark values the local community and is currently on the finance committee at Allegiance Health and is the chairman of the health systems investment committee. You may contact Mark by phone at 800-325-8975, ext. 803 or by email at MOlson@GuideStream.com.
Kirk A. Hoffman, VP of Planning Services, CASL, CFP®, ChFC, CLU,
Kirk has served as Vice President of Planning Services since 2004 and is responsible for financial planning based on specific client objectives. He has been providing personalized financial planning services since 1986. He is a graduate of Western Michigan University (B.B.A.), a CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant) and has the CASL (Chartered Advisor for Senior Living) and CLU (Chartered Life Underwriter) designations from the American College.
Kirk is past President of the Jackson Rotary Club and the Western Michigan University Alumni Association. Kirk currently serves on the Free Methodist Church of North America Benefits Committee and is an active member of his local church where he leads the worship team. Kirk’s passion is to help people make the impact they desire on their family and community. You can reach Kirk by phone at 800-325-8975, ext. 817 or by email at KHoffman@GuideStream.com.
Scott Blakemore, Financial Adviser
Scott has served as Financial Adviser since 2009. In this role he is responsible for assisting clients with financial planning and investment strategies. He is passionate about finance and investments and loves meeting, listening to and serving people. By running a small business with 16 employees and partnering with his wife raising four children, he has come to fully appreciate the important value of creating and following financial plans. Scott is a graduate of Purdue University with a B.S. degree in Business Management and Finance.
Before joining the organization, he had more than 15 years business experience using his strengths for strategic planning, operations, customer relations and marketing. Scott has served his local church in various roles including board member, teacher and leader of the Men’s Fellowship Breakfast. You can reach Scott by phone at 800-325-8975, ext. 828 or by email at SBlakemore@GuideStream.com
Rachel P. Gulledge, Financial Adviser, MPAc, CPA, CGMA
Rachel has served our firm in accounting and compliance for 12 years and has transitioned to a more visible client service role as Financial Adviser and Operations Manager. Rachel’s unique ability to blend technical accuracy with client service provides a natural backdrop for this new role. She is passionate about serving others with integrity, enthusiasm and excellence.
Rachel graduated from Southern Wesleyan University with a B.A. in Accounting/Business Administration and from Clemson University with a Master of Professional Accountancy (MPAc). She has served in public, industry and not-for-profit accounting, providing a wide range of audit and tax services. Rachel also taught college accounting full-time for seven years. She is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA) and has memberships in the Personal Financial Planning Section of the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MACPA). Rachel regularly volunteers in her local church and school district and enjoys spending quality time with her family. You may contact Rachel by phone at 800-325-8975, ext. 836 or by email at RGulledge@GuideStream.com.
Caitlin A. Koppelman, Client Service Administrator
Caitlin serves in a key integrated administrative role as she supports our advisory team and interacts with clients. Caitlin graduated with highest honors from Spring Arbor University and is currently pursuing the designation of Registered Investment Adviser Representative. She has faithfully served GuideStream Financial clients and delights in giving them the personal care and plan-directed expertise they deserve. Caitlin has been instrumental in company-wide efforts to streamline operational processes and define excellence in the industry from a Christian perspective. Her passion for stewardship and commitment to a calling in the field of finance makes Caitlin an essential member of the GuideStream team.
Caitlin is active in her local church and has served in various aspects of ministry including missionary work, youth pastoring and mentoring. For your daily account needs, you may contact Caitlin by phone at 800-325-8975, ext. 827 or by email at CKoppelman@GuideStream.com.
Laurie A. Frisbie, Client Account Administrator
Laurie provides great care to each client account as it relates to cashiering activities, securities processing, account verifications and client account changes. She also monitors the client’s account data and verifies the investment models. With over 25 years of experience in legal, accounting and financial services operations, her greatest fulfillment is a very well cared for client.
Laurie leads a Community Prayer Group and is actively involved in her church as a member of the Vitality and Outreach Team as well as Children’s Ministries. You may contact Laurie by phone at 800-325-8975, ext. 830 or by email at LFrisbie@GuideStream.com.
Ashley Van Heest, Client Care Associate
Ashley Van Heest serves as Client Care Associate and is often the first point of contact for clients over the phone. She has been with our company since March 2012 and has more than 7 years of experience in caring for clients’ needs. She is passionate about customer service, and works hard to ensure clients are treated kindly and efficiently. She also provides administrative support services to the financial planning staff.
Ashley graduated from Spring Arbor University with a Bachelor’s degree in Management & Organization Development, and she and her family are active in their local church. You may contact Ashley by phone at 800-325-8975 or by email at AVanHeest@GuideStream.com.
Daniel A. Kurtz, CFIRS, Chief Financial Officer, Chief Compliance Officer
Dan has served as Vice-President – Chief Financial Officer and Chief Compliance Officer since 1998. As such, he oversees the accounting and operational aspects of the organization. Dan's desire is that all client relationships and transactions be maintained at the highest level of integrity.
He is a graduate of Spring Arbor University and early on, his alma mater awarded him the designation of "Young Leader." Prior to joining The Free Methodist Foundation (parent company of GuideStream Financial), he had 25 years of experience in progressive management responsibility with a national corporation in various areas of finance, including Manager of Financial Reporting and Planning, Manager of Cost and Budgets, and Manager of Financial Analysis. Dan is an active member of the missions' committee at his church, is treasurer of Sister Connection and a board member of Friends of Immanuel University. You may contact Dan by phone at 800-325-8975, ext. 808 or by email at DKurtz@GuideStream.com
Joseph L. Crupper, CGMA, Manager of Accounting
Joe serves as GuideStream Financial’s Manager of Accounting. In this role he oversees the day to day tasks of the accounting department, prepares financial statements and facilitates budget reporting. Joe has a passion for stewardship and helping others obtain their financial goals to see God's kingdom grow.
Joe is a graduate of Spring Arbor University with a Bachelor’s degree in accounting and business administration. He is a Certified Public Accountant (CPA), a Chartered Global Management Accountant (CGMA) and has 15 years of accounting experience. He is a member of the AICPA (American Institute of Certified Public Accountants) & the MACPA (Michigan Association of Certified Public Accountants). Joe is involved with his local church where he currently serves as Treasurer, Worship Team Leader and Youth Group Leader. You may contact Joe by phone at 800-325-8975, ext. 805 or by email at JCrupper@GuideStream.com.
Joshua D. Adams, MBA, Information Technology Manager
Josh serves as the organization’s Manager of Information Technology. He manages the daily and long-term technology requirements of the organization. His passion is using technology to improve business processes.
He also enjoys triathlons, kayaking, and various other outdoor activities. Josh is a graduate of Spring Arbor University, having completed both his Bachelor’s and Masters of Business Administration (MBA) there. Josh also holds the Security+® Certified Professional designation after passing the Security+ comprehensive security exam through CompTIA. His prior job experience includes acting as Business Analyst for The Free Methodist Foundation. He volunteers on the Information Technology Committee at the Center for Women Pregnancy Counseling Services and helps other non-profit organizations with their technology as needed. You may contact Josh by phone at 800-325-8975, ext. 826 or by email at JAdams@GuideStream.com.