Meet Our Team | SP4Advisors

MEET OUR LEADERSHIP TEAM

MATTHEW B. BOERSEN, CFP®, CFA

Managing Partner

Matthew@straightpathwealth.com

I am the Managing Partner of Straight Path Wealth Management. I am proud to have earned both the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst certification. Additionally, I obtained my Bachelor’s degree in Finance from Grand Valley State University.

I previously served as the 2024 Chair of the Board of Directors for the CFP Board, the oversight body of over 100,000 Certified Financial Planners. It is an honor to have been elected as the youngest Chair in the history of the profession. Furthermore, I was recognized as a Top 40 Under 40 Advisor in the country for 2020, and in InvestmentNews 'Hot List 2023', standing out among 99 other CEOs of the largest financial institutions.

I reside in Jenison with my wife, two daughters, and son. In the fall and winter, I thoroughly enjoy watching college football and basketball. During the summertime, I enjoy playing golf with a goal of golfing in all 50 states (although I still have a long way to go!). Throughout my career, I have actively served on various non-profit boards, including a private school and Christian Mission Aid, an NGO that provides healthcare services in South Sudan and Kenya.

VICTORIA BUFFUM EA

Chief Operating Officer, Partner

Victoria@straightpathtax.com

I have been with Straight Path Wealth since 2017, where I hold the position of Chief Operating Officer. In this role, I oversee various office activities and ensure smooth operations.

I completed my studies at Cornerstone University, majoring in Finance with a double minor in Management and Economics. With over nine years of experience in the financial industry, I have gained valuable expertise. Additionally, I am an Enrolled Agent (EA), a federally-licensed tax practitioner with specialized knowledge in taxation.

I was born and raised in the West Michigan area and now live in Grandville with my husband Jordan, and our three boys. We cherish spending quality time with our loved ones and friends. During my leisure time, I find great joy in being outdoors, whether it's hiking, biking, running, or simply enjoying the beauty of Lake Michigan.

RHIANNON DIEKEMA, EA

Accountant & Tax Expert

Rhiannon@straightpathtax.com

I am an Enrolled Agent, and I began working for Straight Path in 2019. I handle small business accounting, personal and business tax returns, and 1099’s for our full-service wealth management clients. I graduated from Davenport University, where I received a Bachelor’s degree in Accounting. As an Enrolled Agent, I am licensed to represent clients with tax-related issues in front of the IRS.

My favorite aspect of my job is to take away the burden of the day-to-day bookkeeping operations for small businesses, which results in business owners focusing on what they do best! I also enjoy providing training for business owners who utilize QuickBooks® for their accounting needs.

My husband Nathan and I live in Holland and have two young boys. Together, we love spending time in the U.P., seeing local bands play, and enjoying the outdoors.

CAITLIN SEAVER

Head of Marketing & Client Experience

Caitlin@straightpathwealth.com

Before joining the Straight Path Wealth Management team, I worked as a Marketing Specialist at a local Real Estate company for three and a half years. Recently, I completed my Bachelor's Degree in Marketing from Grand Valley State University, further enhancing my knowledge and expertise in the field.

As the head of marketing and client experience at Straight Path, my main responsibility is to oversee all aspects of marketing strategies and enhance the overall client experience. One of the most rewarding aspects of my role is collaborating closely with our advisors, supporting them in achieving their marketing objectives and making a meaningful impact in the industry.

As for my personal life, I currently reside in West Olive. In my free time, I cherish moments spent with friends and family, taking walks with my dog, reading, and traveling.