My Approach

A Comprehensive Approach

Your financial situation is complex and it can sometimes be hard to even know where to start. I work with busy, successful people to help them meet their financial needs and plan for the future.

Current and future clients expect that I will look at their entire financial picture including cash reserves, debt management, investments, insurance, and taxes. Each member of my team brings their own area of focus to help achieve your goals. Together, we build a financial plan tailored to you. I'll work with you to find investing opportunities that are aligned with your plan.

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Interests

I enjoy traveling, reading, fishing, good food, the arts, and spending time with my wife, Megan and our son, Arden and daughter, Celia.

Community Participation

  • Fundraiser for Gilda's Club Grand Rapids, YWCA, and Degage Ministries
  • Volunteer for Kid's Food Basket
  • Spectrum Health Hospice Ethics Committee
  • Chair of East Congregational Church Endowment Fund

Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Experience

12
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Awards & Recognition

  • Ameriprise Circle of Success, 1

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • BS , Political Science, DePauw University, Greencastle, IN

My Videos

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Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.