Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Saving for Education
  • Insurance


  • Series 7, 66 Securities Licensed
  • Life, Accident and Health Insurance Licensed


  • Bachelors of Science in Business Administration, Central Michigan University, 1996-2000

Awards & recognition

  • Five Star Wealth Manager, 2018
  • Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor, AXA Advisors LLC, Grand Rapids, MI, 2000 - 2014

Community participation

Volunteer for Special Olympics of Michigan & Junior Achievement


In my spare time, I enjoy spending time outdoors with my wife and two sons, if possible on an area lake or at my parents' place near Holland State Park. I also enjoy getting in a round of golf or playing some hoops in a local YMCA basketball league.