My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

  • Raising our 3 young children with my wife
  • Golf
  • Hiking
  • Reading

Community Participation

  • Member of Bad Axe Chamber of Commerce
  • Member of Grand Rapids Lions Club
  • The Economics Club of Grand Rapids

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Small Business

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • APMA® Accredited Portfolio Management AdvisorSM
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Education

  • Bachelor in Science in Business Administration with second major in Economics
  • Aquinas College, Grand Rapids Michigan

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