My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

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

Experience

? 18 ? 98 View scores
 
 
 

Areas of Focus

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

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

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