Our Team
Mark Redfield
Mark Redfield is the Managing Member of Redfield Financial Group LLC, and an Investment Advisor Representative. Mark is a principal of Blue Water Asset Management and a member of the investment policy committee as well as an investment...
Beau Redfield
Beau Redfield is an Investment Advisor Representative of Blue Water Asset Management. He is a Certified Financial Planner, CFP ®, holds his Series 65 securities registration with Blue Water Asset Management, and his Life, Accident...
David TeRoller
Dave TeRoller is an Investment Advisor Representative of Blue Water Asset Management. A native of Grand Rapids, Michigan he has over 25 years of experience in the financial services industry. Dave graduated from Western Michigan...
Nicolle Rumsey
Nicolle Rumsey is the COO, Investment Advisor Representative and Compliance Officer of Blue Water Asset Management LLC, a subsidiary of Redfield Financial Group...
Ben Redfield
Ben Redfield is the newest of the Redfield family to join the team. He holds a Life, Accident, and Health Insurance license and is currently working towards his series 65 securities registration...
Sarah Kleinheksel
Sarah Kleinheksel is a corporate account service professional at Redfield Financial Group. She has over 33 years of experience in both group and individual health insurance, including certification in Medicare. Sarah and her husband...
Kelly Koehler
Kelly Koehler is an Executive Assistant with Redfield Financial Group. Her goal is to empower the executive team by providing comprehensive support that drives business success and operational excellence. She is a Notary Public...