Advisor profile


My approach

As an experienced financial advisor, I can help you pursue your dreams and goals and help you plan to live the one life you have, the best way you can, focusing on reducing undue financial sacrifice and looking to mitigate risk. It starts with a personalized discussion where we’ll discuss your goals and needs –covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelors of Science, Business Administration, Western Michigan University, 1991
  • Masters in Business Adminstration in Finance, Western Michigan University, 2004

Interests

Anything my kids are involved in.

We have twin 18 year old boys, Mark and Jared and a 17 year old daughter, Anna.

I participate in competitive mountain biking and gravel road racing.

I am highly involved in the Michigan Make A Wish Foundation and annually participate in the Wish-A-Mile 300 mile ride.

I really enjoy Triathlons.

Community participation

I am highly involved in the Michigan Make A Wish Foundation.

Annually, I participate in the Wish-A-Mile 300 mile ride.

I am on the board of the Walk Tall Foundation for Kids, Inc.

Professional associations

  • Western Michigan University Alumni