About Me
Education
- Bachelor of Arts, Economics and Business Administration, Alma College
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
Personal & Community Involvement
I live in Ada with my wife, Emily, our children, Madison and Keegan, and our loveable boxer, Burton. We are avid runners, hikers, and overall outdoor enthusiasts. We enjoy traveling and spending time with friends and family. My lifelong passion for golf, which led me to become an Academic All-American in college, still endures. I still enjoy playing as often as possible, and I utilize the game to help support charitable events, like the annual Lions Club “Drive for Vision” outing that I chair. This event raises money for charities that help the blind and visually impaired afford care, both locally and internationally. I also serve as a board director for the Grand Rapids Lions Club and am an active alumnus at Alma College, often returning to campus as a guest speaker and advocate.
Philosophy
By understanding your financial goals, risk tolerance, and the purposes of your assets, I can build a comprehensive wealth management plan tailored to your long-term goals. Because no two clients are the same, I cater investment strategies that seek to address your individual needs, not just broad-based categories.
Although my office is located in Grand Rapids, I have clients throughout Michigan and much of the country.