Since our founding in 1987, Arcadia has grown into one of the Midwest’s leading, most well-respected investment and wealth management firms. Why? A combination of forward-thinking initiative, roll-up-your-sleeves hard work, expertise, integrity, honesty…and positive results.
L Edward Knox, CFA, Principal, earned a Bachelor of Arts degree from Wabash College and a Master of Business Administration degree from the University of Wisconsin. A Chartered Financial Analyst, Ed has over 32 years in investment experience, is a CFA Charterholder, and a member of the CFA Institute and CFA West Michigan Society.
Jerry B. Love, CPA, CFP, Principal, earned a Bachelor of Business Administration and a Masters of Business Administration from the University of Notre Dame. He is a Certified Public Accountant and Certified Financial Planner with over 42 years experience in investment management and public accounting. He has served as a co-fiduciary to high net-worth individuals and their families. Jerry holds memberships in the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.
Dorsey M. Martin, CMA, IACCP, Principal, Manager of Operations and Chief Compliance Officer, earned a Bachelor of Business Administration degree from Western Michigan University. She is a Certified Management Accountant and Investment Advisor Certified Compliance Professional with over 25 years of experience in the field of investment management. She holds membership in the Institute of Certified Management Accountants.
Michael L. Mueller, CFA, Principal, earned a Bachelor of Arts degree from Kalamazoo College and a Master of Business Administration from Western Michigan University. He is a Chartered Financial Analyst and has over 36 years of experience. Mike served as an Adjunct Professor of Finance at Western Michigan University and holds membership in the CFA Institute and the CFA West Michigan Society.
Charles J. Ybema, Associate Wealth Advisor, earned a Bachelor of Business Administration degree from Grand Valley State University and a Master of Arts-Applied Economics from Western Michigan University. He has over 21 years’ experience in the industry. He has served as an Adjunct Instructor of Economics and Business at ITT Technical Institute and Northwood University and is a member of the West Michigan CFA Society.