Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • Securities License 7
  • Securities License 63
  • Registered Principal License 24
  • Life, Accident and Health Licenses
  • M.A, Education, Wheaton College
  • B.A, Business and Management, Northeastern Illinois


  • Wheaton College, M.A., 1983
  • Northeastern Illinois University, B.A., 1978

Professional associations

  • Grand Rapids Business Journal - Top CFPs
  • Adjunct faculty, College for Financial Planning
  • Former VP, West Michigan Intl Assn of FP (IAFP)
  • FPA - Financial Planning Association

Community participation

  • Boy Scouts of America; Eagle Scout, Assistant Scoutmaster, Troop 50; Cub Scouts, Den Leader. 
  • Byron Center Youth Baseball League - Sponsor, Coach (2006).
  • Pine Trail Camp, Saugatuck, MI, Board Member, 1997-2009
  • Kentwood Youth Hockey, Coach (1996-1997; 2004).
  • Special Olympics, Michigan Area 12, Sponsor.


Team sports (baseball, softball, hockey); bicycling, camping, cooking and travel; outdoors enthusiast. Baseball: Mens' Senior Baseball League (MSBL). Hockey: Northeastern Illinois University, Varsity (1975-76); Wheaton College (1983-1985). Head Coach, Maine West (Des Plaines, IL) High School Hockey (1979-1983). Head Coach, Wheaton (IL) College Hockey (1986-1989).

My personal core values are Faith, Family, Freedom, Fitness and Fun!