Ginny Dell brings nearly 30 years of experience in financial planning and wealth management, helping individuals and families prepare confidently for retirement and the next stages of life. As Managing Partner and Wealth Advisor, Ginny is passionate about educating clients and guiding them through wise financial decisions that support their goals, values, and vision for the future.
For more than 25 years, Ginny has led her practice with a client-first philosophy centered on relationships, trust, and personalized guidance. She believes that when clients thrive, the entire team succeeds, and she is committed to helping each client live their best life with clarity and confidence.
Ginny holds two associate degrees from Kalamazoo Valley Community College and studied Business and Finance at Nazareth College. She remains dedicated to ongoing professional development through industry education and leadership training, including her involvement with the Rotary Club of Portage.
Outside of her professional work, Ginny is deeply committed to serving her community. She is a lifelong member of her church in Kalamazoo, where she has served for decades on the finance and endowment committees and as an Elder. She is also an active member of the Portage Rotary Club and will serve as Club President beginning July 1, 2026. In addition, Ginny currently serves as President of the Board of Directors for the Kalamazoo Dream Center and is actively involved with Rotary District 6360 throughout Southwest Michigan.
Above all, Ginny treasures time with her husband of 40 years, David, their two adult children and spouses, and their four grandchildren, who lovingly know her as “Grammy” and “GiGi.” In her free time, she enjoys walking, bicycling, traveling, puzzling, and building Legos with her grandchildren.
