Meet the team

Meet the Team

 

We have a comprehensive focus for purposefully addressing and working toward your long-term financial goals. Above all, we will offer guidance and respect for your decisions. We have an accomplished and energetic team with a solid history of dedication to financial planning.
      

Isaiah Bross

Financial Advisor

Isaiah Bross has had the pleasure of being part of the Village Wealth Management team for over 5 years. His passion for helping clients achieve their financial goals led him to obtain his Series 7, 66, and Life & Health Insurance license to serve my clientele better. As a Village Wealth Management financial advisor, he is dedicated to helping families, individuals, and small business owners make and manage their investments, retirement plans, and other financial decisions.

Isaiah loves going on adventures with his wife Casey and daughters Zayleigh, Vandriana, and Wrenly. Creating memorable and fun experiences with the family has always been a priority of his. Beyond the office walls, you'll find him immersed in the tranquility of nature. Whether it's a weekend camping trip or a backcountry quest, Isaiah believes that connecting with the outdoors provides valuable insight into the principles of planning and resilience. Nature teaches him to adapt and thrive regardless of the conditions; He applies these lessons to guide his clients to success in their financial journey.

Mark L. Kerr Jr.

Financial Advisor

 

Mark is an Investment Adviser Representative with Commonwealth Financial Network® (member FINRA/SIPC). He maintains FINRA Series 7, 24, and 66 securities registrations. He is also an Accredited Asset Management Specialist.

 Mark began his career as a financial advisor in 2007. He established a financial services business in Dundee the old-fashioned way—by going door-to-door. Having built a business from the ground up, Mark understands the value of faith in God and hard work.
 
 Mark has a committed approach, offering face-to-face and down-to-earth financial advice. His primary focus is providing financial direction and investment advice based on his clients’ long-term goals and objectives. Mark has loyal clients who have entrusted their financial futures to him for more than a decade. He holds the interests of his clients above all else and helps his clients make decisions tailored to meet their individual needs.
 
 Running a business in the Dundee community comes naturally to Mark. He has been a financial advisor in the village for more than a decade. Mark enjoys being part of the greater Dundee community and contributing to the many social organizations and charities here.
 
 Mark married his first love, Elisabeth (Liz), in 1999 and is the proud father of four beautiful children: Alice, Ashley, Zachary, Autumn, and grandfather to Jackson and Ezekiel. He enjoys volunteering at his church, traveling with his family, hunting, camping and flying.

David DeVantier

Financial Advisor

David is a Financial Advisor with Village Wealth Management. He maintains FINRA Series 7, 65, and 66 registrations. He has been in the financial business since 2020.

David grew up in Blissfield, MI. David has spent many years playing baseball, basketball, and golf. David is a fan of Detroit sports teams and the Michigan Wolverines. He graduated
 college from Siena Heights University with a Major in Accounting. Working with people to help achieve their financial goals and building a trusting relationship with his clients is his passion. As a fiduciary asset manager, he strives to ensure the investments are chosen to suit the person’s needs, and always looks out for the well-being of his clients. David understands that providing service to his clients is the name of the game.

In his spare time, he loves to golf, and coach high school basketball. He is currently the Varsity Boys Basketball Coach at Blissfield Community Schools. David enjoys traveling with his family and friends. David is a pizza enthusiast and loves traveling to different sports parks and stadiums.

Ross Terrasi

Financial Advisor

Ross is a Financial Advisor with a robust background in mortgage lending, with eight years of experience in the industry helping lead companies to accomplish their goals. Transitioning into financial advisory, Ross brings a wealth of knowledge in real estate finance, helping clients navigate investments, retirement planning, and wealth management strategies. His dedication to understanding market trends and providing tailored solutions makes him a trusted partner in achieving financial goals.

Brandon Proctor

Financial Advisor

Brandon is a Financial Advisor at Village Wealth Management. He holds a  FINRA Series 7 and 66 Securities Registration and he also holds Life and Health Insurance Licenses. 

Brandon graduate from college in 1999 with an aviation degree. He has been a professional corporate pilot for 25 years.  Although he has a passion for flying, he really loves helping people reach their financial goals by investing and planning for their retirement.

Brandon married the love of his life, Elizabeth in 2002.  They have four wonderful boys:  Zackary, Braydon, Kaden, and Austin.  He enjoys hunting, camping and traveling with his family.

He is also very involved with his church.

Colleen M. Geftos

Office Manager

Colleen serves as office manager of Village Wealth Management. Colleen takes pride in running the office. She assists with administration, marketing, client events, managing the office, bookkeeping, and serving and supporting their clients. She has worked with Mark since 2008. With her knowledge and experience, Colleen is an excellent resource for clients and an integral part of helping ensure that each client has the best possible experience with Village Wealth Management. 
 
 Colleen grew up on a farm in Minnesota. She made her way to Casper, Wyoming, where she attended Casper College, majoring in vocal performance. While in Casper, she and her husband met playing opposite one another in a production of "I Hate Hamlet." They married at Our Lady Queen of the Most Holy Rosary Cathedral in Toledo in 2003 and now have two beautiful, beloved children. 
 
 Colleen loves being a part of the Dundee community. Raising her family and living and working in the village of Dundee has been a wonderful experience, where the Midwest values of hard and honest work and knowing your neighbor are appreciated and recognized. Colleen is excited to be a part of Village Wealth Management, where she applies these same values and ethics.  
 
 Colleen enjoys spending time with her husband and children, traveling, reading, and singing. She is grateful for all the blessings in her life. Colleen and Mark look forward to working with you to achieve your long-term financial goals.

Michelle Ramirez

Director of Client Services

Michelle serves Village Wealth Management as a customer service specialist. Her responsibilities encompass enhancing the client experience through the efficient workflow management and standardizing procedures for client account management. Michelle finds fulfillment in contributing to various aspects of the organization, from administration and marketing to coordinating anticipated client events. Notably, her commitment to Mark spans over an impressive 40 years, since it’s worth mentioning that she is also Mark’s sister!

With over fifteen years of solid dedication in the financial services industry, Michelle has consistently upheld a high level of professionalism.  Throughout this time, she has continued to provide support to financial advisors, keeping the overarching goals of investors at the forefront of her priorities.

Michelle, a Pennsylvania native, relocated to Michigan in 1998. It was in the Great Lakes State that she found the love of her life, Moises, whom she married in 2007.  Together, they share the joy of parenthood with their son, Claiton, and daughter, Michaela.  Michelle treasures quality time with her family, has a passion for travel, and enjoys baking.

Drew Ditto

Paraplanner

Drew is currently attending the University of Toledo for a bachelors in finance and a minor in sales. He is expected to graduate in May, 2025. He is working towards getting his Life, Accident, and Health insurance license along with the Series 7 and Series 66 registrations in the meantime.

Drew’s motivation for becoming a financial advisor is wanting to help people better their financial situation and prepare for retirement.

Drew grew up in Lambertville, Mi attending Bedford Public Schools. Growing up Drew played baseball, basketball, and football in community leagues and for the school. Since then, Drew has learned to love the game of golf and strives to get better whenever he gets the opportunity to play. Drew really enjoys watching sports and is a big fan of the Ohio State Buckeyes, New England Patriots, and he also enjoys watching the NBA.