Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Community participation

Holland Public Schools Kids' Hope

West Ottawa Public Schools Kid's Hope

Holland, MI Adopt a Highway

Holland MI Community Foundation Volunteer

Macatawa Bay Junior Association

Vatican Observatory Foundation