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Ted Perry Headshot_edited.png

Ted Perry
Financial Planner/Head of Operations

Ted has held key roles in the financial services industry since 2013, renowned for his knack for tackling complex problems and enhancing the efficiency of our firm’s operations.

Adept in financial, tax, and retirement planning, as well as business operations and automation, Ted brings a wealth of expertise to his role.

As a vital member of our team, he strategically develops, refines, and executes financial strategies tailored to our clients’ needs.

Clients frequently express immense gratitude towards Ted at the conclusion of meetings, praising his meticulous approach and the personalized nature of his financial advice.

Ted resides in Grand Rapids, Michigan, with his wife, Haley.

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