David is the managing principal of Discovery Financial.

He is a fee for service LPL Investment Advisory Representative, and his areas of specialty include Succession Planning, Wealth Accumulation Strategies, Estate Planning and Retirement Plans, including corporate and individual investing.

David has worked extensively in the field of Financial Management since 1978. His designations, Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) were both earned from the American College in Bryn Mawr, PA. His designation as an Accredited Investment Fiduciary (AIF®) combined with his inclusion in LPL Financial's Retirement Plan Consulting Program allows him to give investment fiduciary advice to retirement plan trustees and employees. 

David graduated from Calvin College in Grand Rapids, MI with a Bachelor’s degree in Business Administration.

He has served as past President of Widowed Persons Service of Kent County; the Grand Rapids Chapter and State of Michigan of National Association of Insurance and Financial Advisors; West Michigan Society of Financial Service Professionals and the West Michigan Estate Planning Council; as well as serving on the Financial and Membership Committees of the Economic Club of Grand Rapids.

David holds the following FINRA securities registrations: Series 7, 63 and 22*. He is registered in the following states: AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NM, OH, OK, TN, TX, UT, VA, WA, WI, WV, and WY. He is also licensed to sell Life & Health Insurance and Variable Annuities in the following states: FL, OH, MA, MI and NC.

David and his wife, Angela, live in Grand Rapids, MI, and have a family of four children: Corinne, Marc, Vivian and Alexa.

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*Securities registrations held through LPL Financial.

Kevin is a seasoned financial services professional who began his career in 2007. With over 15 years of experience, he specializes in retirement plans and individual retirement planning. As our Retirement Planning Specialist, Kevin focuses on plan administration, investment research, and participant education for our 401(k) plans.

As a Chartered Retirement Planning Counselor, he is passionate about improving plan health and providing education to help individuals pursue their retirement goals. Kevin holds a bachelor’s degree in Personal Financial Planning from Western Michigan University. He currently maintains FINRA securities registrations, including Series 7 and 66 held through LPL Financial, as well as Michigan Life, Health, and Variable Annuities Licenses.

Kevin resides in Grand Rapids with his wife, Laurel, and their two sons, Keene and Lincoln.

Partnering with David Muilenberg in 1978, David acts as our liaison between our clients and planning team. David’s many years of experience provides a wealth of insight and knowledge when it comes to retirement, legacy and charitable planning.

David has worked extensively in the field of wealth management since 1971.  His areas of specialty include Wealth Accumulation Strategies, Estate Planning and Medicare.  David currently serves as our Client Services Specialist. 

His designations include are ChFC®, and CLU®, with a Master of Science in Financial Services (MSFS®) were earned from The American College in Bryn Mawr, PA.  

David graduated from Western Michigan University in Kalamazoo, MI, with a Bachelor of Business Administration degree.  He holds the following securities licenses:  FINRA Series 7*  Additionally, he holds the Michigan Accident, Life & Health Insurance and Variable Annuities licenses.

David has served as past president of the West Michigan Chapter of CLU and the Michigan Association of Life Insurance Counselors.  He is currently a member of the West Michigan Estate Planning Council, the Grand Rapids Chapter of NAIFA (National Association of Insurance and Financial Advisors) and the Society of Financial Service Professionals.

David is married to Marianne and has five children and 17 grandchildren. David enjoys the outdoors, golfing, and spending time with his family. 

*Securities registrations held through LPL Financial.

Heather began her career in the financial services industry in 1992.  Her previous positions have included Registered Sales Assistant, Registered Principal and Branch Manager. She joined Discovery Financial in 2007 as an LPL Registered Investment and Retirement Consultant. 

As the Director of Client Relationships, she provides comprehensive client service support, including account review preparation and scheduling, new account openings and processing. Heather also provides direct support to David Muilenberg and is the first point of contact for client requests and questions. Additionally, she is responsible for maintaining all compliance standards and files.

Heather has a Bachelor's Degree from Grand Valley State University in Allendale, MI, and holds the following securities registrations and insurance licenses: FINRA Series 7, 63, 66 and 24*; Michigan Accident, Life & Health Insurance and Variable Annuities.

Heather lives in the Greenville area with her husband, Bill, and enjoys spending her free time with her family.

*Securities registrations held with LPL Financial.

Makayla Pattenaude joined Discovery Financial in 2025 as a Client Service Associate, bringing with her a strong foundation in financial services and client relations. She earned a Bachelor of Science in Finance from Grand Valley State University and has built her career through roles in banking, mortgage origination, and insurance. Makayla is licensed in Securities Industry Essentials (SIE) with LPL Financial, Property & Casualty Resident Producer in Michigan, and as a Michigan Mortgage Loan Originator.

Known for her attention to detail, adaptability, and dedication to client success, she plays a vital role in supporting both clients and advisors.

Outside of work, Makayla enjoys boating, fishing, hiking, cooking, and traveling. She lives with her husband Nicholas, her two bonus daughters Chelsea and Maci, and their three dogs, Tiberius, Chevy, and Annabelle.