MEET THE TEAM
Our founder and President Andy Bos is a CERTIFIED FINANCIAL PLANNER™ with experience in financial advising and investment management since 2000. A Michigan native, Andy earned his BA in Business from Calvin University. He loves baseball and waterskiing, and still holds out hope for a winning Bos Family golf foursome.
A Grand Rapids native and GVSU grad, partner Dan VandenBerg has worked in financial advising and investment management since he started at Eastown Financial in 2009. If he didn't love his job so much, Dan would be a full-time sports coach. A former rugby player, Dan enjoys coaching two of the seven sports his three kids play, and is a diehard Tigers and Lions fan, even when they break his heart.
Client Service Manager and Health Insurance Advisor
Our client service manager, Suzi Bos is a trained and certified Health Insurance Advisor who has been helping our clients navigate their options for Medicare, small group and individual health insurance since 2005. Suzi's favorite pastime is growing things: houseplants, children, businesses (including a coffeehouse),
communities, and even a school.
Client Service Manager and Health
Accounting, Compliance and Insurance Advisor
EFA's unofficial Chief Problem Solver, Rachel Swierenga uses her degrees in both accounting and art to do it all, from managing firm compliance issues to designing our website. She is also a trained and certified Health and Life Insurance Advisor. The daughter of a stockbroker, Rachel grew up reading the newspaper stocks report every night with her dad.
Accounting, Compliance, and