Helping People Manage the Unmanageable
I love walking alongside our clients as we navigate the unfamiliar waters of aging, retirement and wealth transfer.
My goal is to build a long lasting relationship of trust with each one of our clients.
I hold the Chartered Advisor for Senior Living designation, the Accredited Investment Fiduciary Designation as well as general securities licenses.
Personally, I married my high school sweetheart in 1997 and she still gives me butterflies. Together we have 3 kids and in our spare time, we actively volunteer in our church.
What Makes Someone a Great Fit for Working with Me
Someone who doesn’t want to do their own planning, and values the help of a professional advisor.
Characteristics that Define My Relationship with Clients
Longstanding.
Gratitude.
Favorite Thing About West Michigan
Spring, summer, and fall.
Favorite Part of My Job
No two days are the same.
