Our team has the resources to help you navigate the ever changing financial markets. Without obligation, we would like to run a complimentary financial goals assessment or investment analysis for you. Put us to the test.
What sets the DeVries, Freeburg & Mraz Group apart?
- 3 Registered Advisors with over 70 years of Combined Advisory Experience in Financial Services, ALL with Merrill Lynch in Grand Rapids
- 2 Registered Client Associates with over 35 years of Combined Experience in Financial Services, over 25 with Merrill Lynch
- Senior Partner Named to Barron's "Top 1000 Finanical Advisors" in 2010,2011 and 2012.
- 2 Certified Financial Planners (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc.
- 2 Certified Investment Management Analysts (CIMA®)
- 1 Chartered Advisor in Philanthropy (CAP™)
- 2 Wealth Management Advisors (WMA)
- 3 Chartered Retirement Planning Councelors (CRPC®)
Let us put our experience and Merrill Lynch's capabilities to work for you.
The DeVries, Freeburg & Mraz Group is dedicated to providing personalized, strategic solutions for clients with the finest tailored approach to investing, private money management, retirement planning, wealth preservation and wealth transfer. We work closely with a network of family advisors, such as attorneys and CPA's, focusing on clients total wealth management needs.
Managing Director- Wealth Management, Investment Associate
Having more than three decades of experience with Merrill Lynch, Eileen works with high net worth individuals, foundations, and retirement plans across the United States, and is based in Grand Rapids, MI. Eileen has been named to the Barron's Top 1000 Financial Advisors in 2010, 2011 and 2012. Within her community, she has been an active member of numerous non-profit organizations, including Frederik Meijer Gardens, Davenport University, Holland Home, Pine Rest Hospital, Junior Achievement and United Way. Eileen graduated Magna Cum Laude from Boston University in 1972.
Amy L. Freeburg, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., CIMA®, CRPC
Assistant Vice President, Financial Advisor
Amy joined Merrill Lynch in 1986. She offers more than 25 years experience in the financial services industry. Amy specializes in helping high net worth individuals implement strategies to achieve their financial goals. Amy graduated from Grand Valley State University with a B.S. in finance. She is an active member of the Investment Management Consultants Association (IMCA). Within her community, Amy's volunteer activities have included memberships in the Arthritis Foundation, Vision Enrichment Services, Habitat for Humanity, and the Girl Scouts.
Rachel P. Mraz, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., CIMA®, CAP, CRPC, CFM
Wealth Management Advisor, Vice President Learn more at www.fa.ml.com/rachel_mraz
Rachel works with individuals, foundations, and retirement plans to define their financial goals and implement appropriate investment strategies. Rachel uses an ongoing process that includes goal setting, determining an asset allocation, implementing stategies, and reviewing performance. Rachel graduated from Cornell University with honors and a concentration in Securities Analysis and Portfolio Management. She returned to Michigan in 2003 to join Merrill Lynch and the Grand Rapids based wealth management team founded by her mother, Eileen DeVries. Having a passion for philanthropy, Rachel currently serves on the boards for the YWCA of West Central Michigan, Equest Center for Therapeutic Riding, Saint Mary's Doran Foundation, Davenport University Foundation and the Family Business Alliance. She is working on several initiatives to inspire the next generation of philanthropists to get involved, and serves on a national speakers bureau focusing on the next generation topic.
Shane has been advising clients on their portfolios and assisting them with any service related issues since joining Merrill Lynch in 1998. He graduated from Aquinas College with a B.S. in business and economics. In 2006, Shane was nominated and elected to the CA Advisory Council to Management (ACTM) for Merrill Lynch to improve the overall client experience. He more recently was nominated and elected to serve on the Client Associate Peer to Peer and Client Associate OPM National Faculty.
Jeanine Heibel, CRPC®, CFM
Registered Senior Client Associate
Jeanine joined Merrill Lynch in 2000. She has been in the financial services industry since 1988. Jeanine has an extensive background with corporate retirement plans, having worked with plan recordkeeping, employee education and plan design. She has a B.A. from Northern Michigan University. Jeanine assists with daily administration of individual and corporate client accounts.