Advisor profile


My approach

As a financial advisor of 26 years, I believe one of the primary roles that I play is to help clients prepare for an uncertain future. I do this with a comprehensive financial planning approach covering 6 key areas as recommended by the Certified Financial Planner Board of Standards, Inc. My objective is to help clients have more confidence about their financial future, and be ready and prepared for unforeseen events and circumstances that may occur.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • BFA™ Behavioral Financial Advisor™

Education

  • B.B.A. Finance, Western Michigan University, Kalamazoo, MI 1993

Interests

  • I am happily married to my wife (Robyn) of 22 years.
  • I used to coach my daughter's Holland High Varsity Softball Team
  • Mentoring my Kids Hope 6th grade Student at Holland East Middle School is a highlight of my week
  • For exercise, I play basketball 2-3 times per week
  • I enjoy Letterboxing with Robyn - her favorite hobby. My Letterboxing nickname is "Spy D"

Community participation

  • Kids Hope Mentor, Central Wesleyan Church, Holland, MI (2007-present)
  • Holland Community Action House Annual Thanksgiving turkey dinner giveaway (2012-present)
  • Holland Public Schools PTO Treasurer (2006-2013)
  • Girls Holland Little League Softball Coach (2005-2014)
  • Girls Holland Rec Basketball Coach (2011-2013)
  • Adopt-A- Highway Volunteer, Holland, MI (2000-present)

Awards & recognition

  • Ameriprise Circle of Success, 2014-2019