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 earned Series 7 and Series 66 registrations, as well as a Life and Health Insurance license.
Tom is active in the community with a decade of services as a Board Member for the Boys & Girls Club of America. He volunteers his time for many causes, including many sports organizations, organizations supporting inclusion and diversity, BLEND, Kids Food Basket, and the United Way. Tom served as a former coach for Grand Rapids Storm AAU Basketball, as well as a former coach for Catholic Central and Forest Hills Northern Baseball.
Kerby Wallick CFA
Kerby Wallick has over 30 years of experience as a professional fiduciary investor. Over that time, he has built many long-term relationships with clients, including institutions and high-net-worth families. He has built portfolios, headed research teams and co-managed mutual funds, always with the focus of providing the best return with the least amount of risk.
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. He also holds the Certified Divorce Financial Analyst (CDFA) designation to guide clients who are exploring or going through a divorce.
Kerby is actively involved in the community and currently serves as an umpire for MHSAA and USA Softball. Kerby has also volunteered his time to the Investment Committee for the Grand Rapids Community Foundation, acted as Chairman for the St. Paul the Apostle Education Foundation, and held the position of Treasurer for Grand Rapids Catholic Central’s Hockey Board. Kerby has coached travel softball for the Michigan Sabercats and GR Blaze while formerly coaching for Grand Rapids Catholic Central High School and Elite Baseball.
Melissa L. George CFF, CFS®
Melissa is a proactive custodian of planning for life transitions. She utilizes 25+ years of financial planning experience to help her clients Make Life Grow! She founded Melissa L George & Associates, LLC in 2006 where she designs and implements creative retirement, income, and tax planning solutions. Over the years, her focus has gravitated towards the unique needs of closely-held business owners, high-level executives and she is particularly passionate about educating and working with women.
Melissa received her BBA from Georgia State University and is licensed in multiple states. Her company is minority certified and has won several contracts with city and county governments. Her professional and civic affiliations include HouseProud Atlanta, Girls Inc of Greater Atlanta, the National Association of Women-Owned Small Businesses, the United Way VIP Alumni Association, and Delta Sigma Theta Sorority, Inc.
Nathaniel is a Client Relationship Associate for StreamSong Advisors. He has been working diligently to manage client relationships. He is passionate about asset and wealth management, mergers and acquisitions, and assisting institutional and individual clients with their financial goals. Nathaniel began interning at StreamSong Advisors in May 2021 and was promoted to Client Relationship Associate in October 2021. He will be graduating from Grand Valley State University with a BBA in Finance and Economics in the Fall of 2022.
Outside of work, Nathaniel has furthered his education by becoming the Chief Financial Officer at GVSU’s Seidman Investment Portfolio Organization. In his free time, Nathaniel is an avid sports fan and loves supporting his local West Michigan White Caps.
Mariam began interning for StreamSong Advisors in January 2022. She is a student at Grand Valley State University and is double majoring in finance and marketing. Mariam has begun supervising the website and social media for StreamSong Advisors. Additionally, she is expanding the digital marketing and client outreach by increasing our online presence. She is focusing on further developing the StreamSong Advisors website and is analyzing the social media traffic to assist in stimulating client growth. Mariam is also organizing events in East Michigan, West Michigan, and Atlanta for 2022 and beyond.
This past winter, she was elected as the Marketing Associate at the Seidman Investment Portfolio Organization. At IPO, she is overseeing the social media and increasing student awareness and participation. In her community, Mariam loves volunteering at the At-Tawheed Islamic Center with her family.
Minna joined the StreamSong Advisors team as a Legal Intern in January 2022. She is a student at Grand Valley State University and is double majoring in Finance and Legal Studies. Minna is overseeing issues related to compliance and legal restrictions. With the goal of becoming a corporate lawyer, she is learning more about the regulations of financial firms and how to best ensure that all legal standards are met and exceeded by StreamSong Advisors.
To further her understanding of finance and investing, Minna has become a member of GVSU’s Seidman Investment Portfolio Organization. She has also been voted Vice-President of Communications for the Law Society at GVSU and will begin this role in Fall 2022. Outside of school, Minna enjoys assistant teaching at the At-Tawheed Islamic Sunday School.