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
40
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
  • Estate Planning Strategies
  • Retirement Planning Strategies

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2020 - 2024
  • OsborneKlein, Best and Brightest Companies to Work for in West Michigan, 2017-2024

Previous experience

  • Financial Advisor - Flynn Wealth Management - Ameriprise Financial, 1985 - 2025

Community participation

We are responsible for the world in which we find ourselves and believe it is important to volunteer our time and dollars to worthwhile charitable organizations. Following is a sampling of the organizations we support.

Interests

We are a family that loves to get outdoors together. Michelle, Emma, Steven, and I can often be found riding our bikes, hiking, Jeeping in the mountains, or hunting. Michelle and I have been married for 30 years. We currently have 3 German Shorthair Pointers: BB, Nina, and Murphy who keep us busy.

My photos

3 albums
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