My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

I feel blessed to have a wonderful family and I enjoy spending quality time with them. My wife, Karen, and I have been married for 14 years. We feel fortunate to have two wonderful children, Ava and Benjamin.

Community Participation

  • Deacon at Kelloggsville Chrisitan Reformed Church

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Family Finances

Experience

16
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Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 63
  • Series 66
  • Life, Accident and Health
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Education

  • BA, Business Administration - Calvin College - 1998