Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Getting to know Levi Favorite Food: I love bacon. I would even name my next child bacon if my wife would let me. Favorite quote: “embrace the suck” Best piece of financial advice received: give10% save 10% and live on 80% Favorite...

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Kathy Dulin

Director of Operations

616-850-1018

888-603-9301

Hi, my name is Kathy and I would love to tell you a story about my earliest memory, but Levi says my memory is fuzzy, due to my "advanced" age! I'm chuckling over that one! So... Perhaps you can tell from the previous statement, that...

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Kristin Haight

Operations Associate

616-850-1018

888-603-9301

I'm Kristin Haight and I'm married to the founder of Valiant Wealth Management. I've been involved in the business since Levi began it. My role has been a supporting partner, sounding board for his zany ideas, and the lead listener for...

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Kaitlin Haight

Junior Operations Associate

616-850-1018

Hi, I'm Kaitlin Haight and I'm Levi Haight's oldest daughter. I've been coming around the office since I was a baby, and now that I'm twelve I enjoy coming in and helping. I mostly vacuum, dust and wash the windows, but my favorite is...

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