Our team is comprised of genuinely experienced professionals, averaging over 15 years of experience specializing in working with families of extreme wealth and single family offices.
Ana I. Endres
family operating officer
Ana is responsible for providing high net worth families with world-class service that includes multigenerational comprehensive wealth management, trustee and private foundation services, and personalized coordination of solutions to complex family needs. More than 20 years of experience in the financial industry enables her to deliver high-quality client service and advicebased solutions. Ana studied economic course work at the Cannon Financial Institute.
John G. Grzybek, J.D.
Director of Family wealth strategy
John is responsible for the development of a highly sophisticated, bespoke multigenerational wealth advisory platform, which seeks to optimize family wealth governance. He has over 18 years of experience working as both a senior relationship manager and senior wealth strategist for ultra-high net worth families, and has founded a national strategic wealth planning group and regional multifamily office. John has extensive expertise in: strategic wealth transfer planning; sophisticated income tax planning, such as partnership income tax and state income tax elimination planning; hedging and derivative based planning; and single stock concentration planning (equity risk management planning). John received his J.D. from the University of Detroit School of Law.
Derek H. Decker, CPA. CTFA
family relationship manager
Derek is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of The Family Office team. He ensures clear, concise communication by coordinating workflow, and he acts as an ongoing resource for clients. A graduate of Grand Valley State University, Derek has degrees in accounting and finance, with a master’s in taxation. He has also earned the Certified Public Accountant and Certified Trust and Financial Advisor designations.
Bruce Vandermeulen, J.D. MST
Director of family Wealth Planning
Bruce has over 25 years of experience providing sophisticated multi-generational wealth advisory and tax consulting services to ultra-affluent families and Single Family Offices. While his educational background is exceptional and includes a J.D. from Valparaiso Law School, as well as an advanced tax degree (M.S.T.) from Grand Valley State University, it is his lengthy and focused work experience while at BDO and various Multi-Family Offices over the past 25 years, wherein he specialized solely in advising the ultra-affluent client segment, that will foster Bruce’s ability to add considerable value to Clarity’s clients.
Bruce will be in charge of integrating Clarity’s highly customized Family Wealth Blueprints (which are built upon the Addepar Wealth Platform; the preeminent Single Family Office Wealth Reporting Platform) with Clarity’s Comprehensive Family Wealth Diagnostic Tool, providing Clarity’s clients and their advisory teams with a clarifying view of both the intricate financial details, as well as a high level summary, of each clients highly complex multi-generational family wealth structures.
Dale R. vandermaAs, ea
family Office tax manager
Dale is responsible for providing pro-active, integrated and comprehensive supervision and maintenance of all “advised accounts”, including collaborating closely with third-party tax preparers in the timely and accurate preparation and filing of federal, state, and when applicable, local income tax returns and all required and related tax filings (i.e., “Tax Compliance Management Services”). For some clients, Dale’s preparation and completion of “Draft Income Tax Returns”, which are shared with, reviewed and finalized by third-party tax preparers, reduces annual tax compliance costs while increasing overall advisory oversight. His day-to-day tracking of account needs and requirements ensures continuity of a “Single Family Office Experience”. Dale is a graduate of Davenport University with degrees in accounting and management. He is a
tax advisor that for over 15 years has earned the privilege of representing clients before the Internal Revenue Service as an Enrolled Agent.
mATTHEW MAREK, ctfa
cLIENT SERVICE MANAGER
Matthew is responsible for providing pro-active, integrated and comprehensive Family and Entity Administration across all “advised accounts”, which includes preparation of updated financials via QuickBooks, Addepar (Clarity’s Consolidated Reporting Software), and excel. Matthew’s focus on integrated multi-generational cash flow management helps optimize the portfolio management of our client’s investment accounts. Matthew is a graduate of Davenport University with a degree in Business Management. Matthew has over 15 years experience in providing customized financial services, with over 12 years dedicated solely to the affluent client segment (including Multi-Family Office service experience).
JOY MCLAREN
cLIENT SERVICE aSSOCIATE
As the Client Service Associate, Joy plays a pivotal role in ensuring the smooth operation of various administrative tasks critical to our day-to-day client service. Joy manages private client personal mail processing and document management, ensuring timely and seamless access to essential documents. Additionally, she handles bill payment processing and maintains accurate financial records for our clients and family entities. Joy also assists with data entry and updates to integral systems as required, contributing to overall office efficiency and effectiveness. Joy is a graduate of North Carolina Christian College.