Our Team

Our Team

Dan Bolda – CFP®, AIF®, ERPA, QPA

Owner and Founder

Registered Principal, Investment Advisor Representative, Registered Representative

Dan founded Michigan Pension & Financial in 1996 with the goal of sharing his unique combination of investment management and retirement plan expertise with business owners to help them achieve financial security at retirement.

Today, Dan handles responsibilities for delivering fiduciary services, plan design, and investment management as well as conducting individual meetings with clients and participants. Dan is authorized to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA), and has attained the Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). He also holds Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) certifications.

Dan obtained his B.A. degree from Michigan State University. As an avid chess player, Dan tied for 3rd place in the 2005 Michigan Open Chess Championship, behind an International Grandmaster and a former World Junior Champion.

John VanDenBerg

Vice President

Investment Advisor Representative, Registered Representative

John is another indispensable Michigan Pension & Financial team member. John has been with us for seven years keeping all the moving parts well-oiled, aligned and working optimally.

John is responsible for plan installation, implementation and servicing, client onboarding, investment management services, client and participant meetings, as well as overseeing our information technology infrastructure.

John received his B.A. in Criminal Justice from Michigan State University. Away from the office, John is an avid reader, a movie and TV buff, and a strategy game enthusiast.

John VanDenBerg

Vice President

Investment Advisor Representative, Registered Representative

John is another indispensable Michigan Pension & Financial team member. John has been with us for seven years keeping all the moving parts well-oiled, aligned and working optimally.

John is responsible for plan installation, implementation and servicing, client onboarding, investment management services, client and participant meetings, as well as overseeing our information technology infrastructure.

John received his B.A. in Criminal Justice from Michigan State University. Away from the office, John is an avid reader, a movie and TV buff, and a strategy game enthusiast.

Beth Snipes

Lead Administrator

With 20 years of dedicated, excellent service at Michigan Pension & Financial, Beth is our most senior employee. With her knowledge of all things “rules and regulations,” Beth keeps the ship running smoothly and clients happy.

Beth manages our plan administration and compliance functions. She watches over “her plans” like a mother hen watches over her chicks. In addition to being a pension geek, she is also a self-confessed hockey geek. Beth shares her home with two rescue cats, Sydney Clawsby and Colton Purrayko.

Kelsey Smith

401(k) Plan Administrator

With three years at Michigan Pension & Financial behind her, Kelsey is the newest and youngest member of our growing team. Kelsey represents the face of the future and understands the unique needs and perspectives of her fellow Millennials when planning for their retirement future.

Kelsey manages the day-to-day administrative needs of our 401(k) plan clients. With a keen eye for detail, she is the person you can count on to get things right and to have a ready and accurate answer to your questions.

Kelsey received her B.S. from Grand Valley State University. In her spare time she loves to draw, craft, and go antiquing!

Kelsey Smith

401(k) Plan Administrator

With three years at Michigan Pension & Financial behind her, Kelsey is the newest and youngest member of our growing team. Kelsey represents the face of the future and understands the unique needs and perspectives of her fellow Millennials when planning for their retirement future.

Kelsey manages the day-to-day administrative needs of our 401(k) plan clients. With a keen eye for detail, she is the person you can count on to get things right and to have a ready and accurate answer to your questions.

Kelsey received her B.S. from Grand Valley State University. In her spare time she loves to draw, craft, and go antiquing!

You can check out the background of our firm and investment professionals on FINRA’s BrokerCheck!

You can check out the background of our firm and investment professionals on FINRA’s BrokerCheck!