Diverse and accomplished industry expertise focused on client service and satisfaction

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.

Our Team

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  Lina Breland, Research Analyst, studied International Trade at Xinjiang University in Xinjiang, China and worked as a Chinese/English interpreter and translator at Camelback Translation & Consultation for five years before moving to the United States. Lina earned a Bachelor of Business Administration in Finance degree from Grand Valley State University and is a CFA Level II candidate.

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  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.

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  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.

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  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.

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  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.

Our operations and client service team