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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Business Retirement Plans
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments

Education

  • BA in Accounting, Finance, and Business Management Northwood University Midland, MI

Awards & recognition

  • Rush Creek Advisors, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Fiancial Advisor at Hantz Financial Grandville, MI 49418, 13 years from 2003-2016

Community participation

  • Hand2Hand Backpacks
  • Habitat for Humanity of Kent County

Interests

-Spending time with my wife Ashley and my four kids. Alexus, Caleb, Sofia and Jaxon

-I enjoy all watching all sports. Especially, football(yes I am a Detroit Lions fan) basketball, and baseball.

- In my spare time I enjoy doing house projects. However, they are at my own pace and not as fast as some people would like.

My photos

1 albums
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