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Our Professionals
Jeff Williams has been counseling business owners and their families on investment, tax, retirement, and estate planning matters for nearly twenty years. He founded Grand Wealth Management in 2004 to offer his clients independent, objective financial advice—along with personalized service—to help them achieve their financial goals.
Williams is dedicated to offering his clients the highest level of expertise and service. He holds designations as a CERTIFIED FINANCIAL PLANNERTM (CFP®), a CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®), and an ACCREDITED INVESTMENT FIDUCIARYTM (AIF®). Williams is also a Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) credential.
Williams holds a Bachelor of Arts Degree in Accounting from Michigan State University and a Masters Degree in Taxation from Grand Valley State University. He completed his CIMA coursework through the Wharton School of Finance at the University of Pennsylvania and his AIF coursework through the Center for Fiduciary Studies at the University of Pittsburgh.
Prior to founding Grand Wealth Management, Williams was a Principal with Ernst & Young, where he served as director of Personal Financial Counseling services for the West Michigan practice and director of Investment Advisory Services for the Lake Michigan Area (including the Chicago market). In this capacity, Williams directly supervised over $475 million of investments through varied market conditions.
A recognized expert in the areas of financial and tax planning and investments, Jeff has been quoted numerous times in local and regional media. He has also been a guest speaker for numerous groups, including the Michigan Association of Certified Public Accountants, the Western Michigan Estate Planning Council, and the Estate Planning Council of Northern Michigan.
 Ellie Winter Bolline joined Grand Wealth Management in 2006, and is responsible for client service, financial planning and client education. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee with over 22 years’ experience in personal finance, and is currently pursuing the Certified Employee Benefit Specialist (CEBS) designation.
Ellie earned a Bachelor of Arts degree from Hope College and a Masters in Management degree from Aquinas College.
Prior to joining Grand Wealth Management, Ellie was a Senior Manager in Ernst & Young’s Personal Financial Counseling group for nine years. In this capacity, she provided financial planning services to individuals and developed financial education programs for employees of large corporations. Previously, she worked in banking in West Michigan for 14 years.
Ellie's area of expertise, and focus at Grand Wealth Management, is working with women who are responsible for managing wealth for the first time due to divorce, death of a spouse or other event.
 Lacey Edwards joined Grand Wealth Management in 2008 as a Wealth Management Associate, responsible for internal operations and portfolio accounting. She is also part of the client service team.
Lacey earned a Bachelor of Business Administration degree in accounting from Grand Valley State University. Before earning her degree in December 2007, Lacey worked at Grand Wealth Management on a part-time basis.
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