Meet The Team

Thomas Braun

Thomas Braun Owner and President

Tom Braun is the owner and president of StreamSong Advisors. Prior to founding the firm, Tom served as Vice President and Wealth Management Advisor at Fifth Third Bank Western Michigan where he provided relationship management and wealth planning services to private banking clients.

With over two decades of experience, Tom’s career includes executive-level positions at Ford Motor Company, Apogee Enterprises and Fabric Services. He has expertise in the areas of M&A and private equity, along with equity compensation plan design and administration.

Tom earned a bachelor’s degree from Central Michigan University. He holds Series 7 and Series 66 registrations, as well as a Life and Health Insurance license.

Tom is active in the community and serves as a Board Member for the Boys & Girls Club of America. He volunteers his time for many causes, including Michigan Basketball Association, Elite Baseball, BLEND, Kids Food Basket, and the United Way.

Email: tbraun@streamsongadvisors.com

Photo of team member

Kerby Wallick, CFA

Kerby Wallick, CFA Chief Investment Strategist

Kerby Wallick began his career in financial service over 25 years ago at A.G. Edwards & Sons.  Over the years he has built many long-term relationships with clients, including institutions and high-net-worth families, and helped them define their goals and objectives.  Kerby honed his wealth and portfolio management skills at Legacy Trust, Old Kent/Fifth Third, and PNC before joining StreamSong Advisors in 2014.

He received a BSBA in Finance with honors from the University of Akron, and holds the Chartered Financial Analyst (CFA®) designation. He works with families to assist them in growing, preserving, and transferring their wealth efficiently, while also meeting current cash flow needs and tolerance for risk. For institutional clients, Kerby develops investment and spending policies along with efficient portfolios that assist in meeting their objectives.

Kerby is actively involved in the community and has volunteered his time to these organizations:

  • Grand Rapids Community Foundation —Investment Committee
  • St. Paul the Apostle Education Foundation — Chairman
  • Grand Rapids Catholic Central Hockey Board — Treasurer
  • Michigan Sabercats — Travel Softball Coach
Grand Rapids Catholic Central High School— JV Baseball Coach

Email: kwallick@streamsongadvisors.com

 

  

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