Planning for retirement can seem like a daunting task, but it doesn't have to be. My ability to sort through all of the seemingly complex financial information will help in working towards giving you greater satisfaction as well as someone that you can depend on, to help guide you, in all of your financial decisions.
We will work together to align the various investment choices along with your personal goals to help give you the confidence you need on your journey down the path to retirement and beyond. As a client of mine, your goals and objectives come first. I firmly believe that the investment decisions for your portfolio should be carefully aligned with your family's values, unique financial situation and your ultimate goals. It is my fiduciary responsibility to ensure that your best interests always comes first.
We live in a fast paced world. When looking at the investment market, it is very easy to become overwhelmed. As your advisor, it is important that I sift through the information in order to provide you with different products that will help to create protection, income, and growth.
This will allow us to build a total plan in order to be effective in preparing for the journey down the path to retirement, while focusing on what is most important to you! I am a graduate of Grand Valley State University, where I double majored in both business and finance. Born and raised on the Northwest side of Grand Rapids, I have a strong connection with our community and look forward to further establishing my roots within West Michigan.
I enjoy spending the majority of my time in the outdoors, where I enjoy hunting, fishing, and hiking, with my friends, family, and my dog Mags.
As a graduate of Aquinas College where I earned a Bachelor's of Science Degree in Business Administration with a minor in Accounting, I have always enjoyed the financial industry. While balancing school and extracurricular activities I managed to integrate the financial world into my spare time as well.
As a Student of Free Enterprise (SIFE) where I was a member of the Financial Literacy Team, I learned from my early college years the practical application of many of the resources I had learned in the classroom. Aside from this, I was most notably on the college Baseball team.
Physical Activity has always been a large part of my life and in my spare time I can be found often times still on the field doing slow pitch softball, golfing, or taking long walks through parks and trails with my wife and our dog.
I enjoy travel, spending time with family and friends, and my wife and I often enjoy volunteering our time in various local events and fundraisers. I have been in the financial services industry since 2011. Throughout that time my focus has been providing the highest level of financial advice and client experience possible. I strive every day to give my clients the tools and confidence they need to achieve their financial goals