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
Favorite Thing About West Michigan
Spring, summer, and fall.
Favorite Part of My Job
No two days are the same.