Meet Our Team
At Tru West Financial, our dedicated team, supported by a low client-to-advisor ratio of 62:1, ensures personalized financial planning for every client. We pride ourselves on building strong, lasting relationships, offering tailored financial solutions. Based in Grand Rapids, MI, Our team’s deep commitment to your success transforms wealth management into a partnership, welcoming you as a valued member of the Tru West Financial family.
Thomas Kosner
Partner & Private Wealth Advisor
Mark Phoebe
Partner & President
Rebecka Nelson
Private Wealth Advisor
Arian Pratt
Private Wealth Advisor
Tru West Financial has been recognized as one of the Best and Brightest Companies to Work For for the fourth consecutive year. We’re proud of this accomplishment and feel it’s a testament to our commitment to fostering a workplace culture that promotes growth, happiness, and engagement among our team members.
Insights
Explore all the latest perspectives from our expert team
We provide trusted and timely resources to keep you up to date in an ever-changing economic and investment landscape.
