RINVELT & DAVID - Key Persons


Allison Eaton

Job Titles:
  • Administrative Support Specialist
As the Administrative Support Specialist for Rinvelt & David, Allison is passionate about organized data and research. The role is perfect for her, as she meticulously maintains client documentation and adheres to an orderly process for establishing and maintaining client accounts. She also assists with the firm's social media outreach efforts. Allison joined the firm in 2023, bringing ten years of administration and client relations experience. She graduated from Alma College where she studied history, and is a longtime resident of Hastings, Michigan. In addition to spending time with friends and family, Allison loves to unwind with a good video game or book. Her cats - Catrick Swayze and Jude Paw - are typically hovering nearby. She also enjoys Star Wars as well as Dungeons and Dragons. Be sure to ask her about her experience conducting research in the archives of the British Library!

Angie Elkins

Job Titles:
  • Administrative Office Assistant & Scheduler

Chelsey Steeno Wagemaker

Job Titles:
  • Director of Communications & Client Experience

Jason Tresh

Job Titles:
  • Service Advisor

Julie Wagemaker - COO

Job Titles:
  • Director of Operations

Roger J. David

Job Titles:
  • Senior Financial Professional