ANDREW BOS, CFP®
Andy holds his bachelor degree in Finance from Calvin College. He is a CFP® Professional and has worked in the tax and financial planning industry since 1997. His focus are individuals in need of retirement planning and investment management along with small business owners needing guidance on their current and future finances.
Andy and his wife, Suzi, have three children – Peter, Isaiah and Johanna. The five of them live near Wilcox Park in the Eastown area of Grand Rapids. When not enjoying the company of his family, Andy enjoys softball, golf, running and working around the house.
Suzi works part time in our office as our Health Insurance Specialist and office assistant. She has been a licensed health insurance agent since 2004 and works with many of our clients who have small business or individual health insurance needs. Prior to working at Eastown Financial, Suzi owned and operated Four Friends Coffeehouse. Suzi is married to Andy and she spends the days that she is not at EFS at home with their three children. Suzi enjoys reading, sewing, gardening, and spending time with her family and friends.
Dan graduated from Grand Valley State University in the summer of 2008 with a BBA in Finance. While at GVSU, Dan was a member of the Men’s Rugby Team for four and a half years. Dan has been with Eastown Financial Services since 2009.
Dan and his wife, Laura (a dental hygienist), were born and raised in the Grand Rapids area and continue to live here together. Together they have three children - Taylor, Jack, and Adriana. Dan grew up very involved in athletics and still has a passion for sports. He enjoys spending time with his family and friends, and loves to be out on Lake Michigan in the summertime.
Anna works part time as our Administrative Assistant in the office. She is currently attending school to obtain her Associates Degree in Accounting. Anna and her two children, Makaila and Cameron, recently moved to the Grand Rapids area and is enjoying discovering what the city has to offer. Anna is passionate about health and fitness, and she enjoys weight-lifting and participating in bodybuilding competitions. In her spare time she enjoys reading and going for walks, especially with her three dogs, Rosebud, Peanut Butter, and Jelly.
Rachel works in our office as bookkeeper and payroll specialist for a variety of local businesses. She earned a Certificate of Accounting from UC Davis and is a certified Quickbooks® Pro Advisor.
Rachel lives in Fulton Heights with her family and loves spending her summers exploring Michigan.