Advisor profile


What you can expect when you work with me

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.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A. Business Management Hope College - 2007

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Interests

Whether it's for a weekend or a week, my wife Tracy and I love to travel. One of our favorite trips is to Beaver Island in Michigan.

When I'm not traveling I'm usually staying pretty busy by staying active or trying out a new recipe in the kitchen.

My greatest passion outside of the office is cooking. I try to cook as much as I can at home, week days are a little tough, but I find the weekends give me plenty of time to put together some great meals.