My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Business Retirement Plans
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Financial Planning for Small Business

Education

  • BBA Finance - Grand Valley State University

Awards & recognition

  • HS&C Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2026
  • HS&C Wealth Management, Ameriprise Client Experience Award, 2022-2023, 2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Honored to be recognized in Forbes

I’m excited to share that HS&C Wealth Management has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helpingtheir clients stay focused on their long-term financial goals. Thank you to ourclients for trusting us with your financial futures. And thank you to myremarkable team – your dedication inspires me every day.

Interests

  • I recently discovered that I enjoy trail running thanks to my wife who has been an avid runner most of her life. This is now a sport that we can enjoy together. We have even begun participating in trail relay events with our running team!
  • Golf has always been a passion of mine, with the competitive nature, yet also the relaxation of an outdoor sometimes casual sport. It also is a great way to make time to spend with family & friends.
  • With two boys at home we go on lots of family adventures including zoo trips, beach outings, and other local events.

My photos

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