My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Business Administration, Finance, Western Michigan University, Kalamazoo, MI

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I volunteer with a charity organization that supports an indigenous tribe in eastern Kenya.

Interests

Beyond my job, I like working out, biking, golfing, volunteering at church, and participating in mission trips.

My photos

1 albums
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