Advisor profile

Personalized advice to help you achieve your goals

Everyone’s story is different, and getting to know what matters most to my clients brings meaning to this work for me and my team. I value the opportunity to help people achieve their goals and be someone they can count on for guidance. Aligning financial advice with our clients' values and priorities can help prepare them for the certainty of uncertainty. It’s my goal to make sure clients feel confident in their options and the decisions we make together.

My Values:

  • Family
  • Happiness
  • Achievement
  • Integrity
  • Health
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

  • Grand Valley State University - B.B.A Finance, Allendale, MI

Awards & recognition

  • The Avalune Group, Ameriprise Client Experience Award, 2020-2024
  • The Avalune Group, Forbes Best-in-State Wealth Management Teams , 2023-2025

Professional associations

  • Holland Young Professionals/West Michigan Chamber

Honored to be recognized in Forbes

I’m excited to share that my team has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Community Impact Day at hand2hand
Community Impact Day at hand2hand

Interests

My interests include hunting, fishing, hiking and riding ATVs. I love finding a good waterfall and enjoy exploring new areas out in nature. I am passionate about my health through nutrition and exercise. Originally from the Lansing area, I'm new to Holland, initially drawn to the beach, trails, and now hoping to join the tight knit community.

My photos

5 albums
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