Homegrown values provide deeper roots.
At Shoreline Wealth Partners, we keep things simple and authentic. You won’t find us in suits and ties; we look, dress, and live just like you. As small-town folks who value family, community, and the outdoors, we bring a grounded perspective to every partnership. We believe in meeting where you are – literally and figuratively – coming to your farm or family home to plan and offer guidance.
A natural appreciation for the things that truly matter.
We’re deeply connected to this area and the lifestyle it brings. We enjoy hunting, fishing, and the lakefront, and have chosen this life because it reflects who we are. Just as we value and respect the outdoors, our approach to financial planning values and respects your lifelong goals, providing steady, thoughtful guidance that’s built on trust. This shared appreciation for our way of life guides everything we do.
Dan Dueweke, CFP®
Managing Partner
Dan began his career in 1999 with Merrill Lynch in Flint, MI. A graduate of Northwood University with a BBA in Banking and Finance, he obtained his CERTIFIED FINANCIAL PLANNER® designation in 2009. He holds several securities and insurance licenses and is an Investment Adviser Representative. Dan has built a career as an accomplished financial professional with decades of experience in investments, retirement planning, comprehensive financial planning, insurance, estate planning, and business planning.
A lifelong resident of Mid-Michigan, Dan resides in Bay City with his wife Christie and three teenage children. He enjoys playing golf, attending sporting events, live music, and being on the water during the summer months.
The team at Shoreline Wealth Partners is committed to providing customized solutions to help you achieve your financial goals and to be your trusted advisor.
Ray Pape, AIF®
Senior Partner
Ray Pape entered the financial services industry in 1992 and has since earned FINRA Series 6, 7, 63, and 65 securities registrations. In 2015, Ray studied for and earned the Accredited Investment Fiduciary® (AIF) designation. He also holds a Michigan Life and Health insurance license and a Variable Contracts license. Using the skills and experience gained over his 30+-year career, Ray enjoys helping clients from across the US identify and reach their financial goals. With his specialty in retirement, legacy planning, and cash management he also helps meet the unique needs of our corporate, municipal, and non-profit clients.
Ray and his wife Lisa have five adult children and four grandchildren, and they love spending time with their family at their small cabin in the beautiful woods of northern Michigan. In the winter, you’ll find Ray working from his home in Palm Harbor, Florida, where he is best able to serve clients in the southeast United States and escape the Michigan winters. Ray is an avid golfer and outdoorsman, and when not at work you can often find him pursuing outdoor adventures and excitement in the woods, fields, and waters of Michigan and Florida.
Brad Bach
Senior Partner
Brad Bach is a longtime resident of Mid-Michigan. He offers a full range of investment services including retirement and legacy planning, as well as small and medium business retirement plans. Brad and his wife, Trish, have two very active teenage children. He enjoys all things outdoors, attending sporting events, and coaching youth sports.
Brad holds a Bachelor of Science degree from Western Michigan University in Biomedical Sciences. He has 20+ years of Sales and Account Management experience in industries such as Chemical, Medical, and Telecommunications.
Brad has earned FINRA Series 7 and 66 securities registrations. He also holds Michigan Life and health insurance and Variable contracts licenses.
Arisa Petersen
Director of Client Relations
Arisa earned her Associates of Business Administration in 1998 and found a passion for Customer Service. She entered the financial services industry in 2005 and earned her Life Insurance, Series 7 & 63 registrations in 2006. Since then, Arisa has assisted in deepening client relationships by providing excellent support with honesty and integrity.
Arisa and her husband have three teenage children who are active in athletics. She enjoys nature, watching her children compete in their favorite sports, and reading.
