After performing in an elementary school play, I was asked what I wanted to be when I grow up? My response was "retire early". After experiencing the early loss of a loved one and the financial questions that arose, I decided to become a financial advisor and work to be the most trusted advisor in West Michigan. Through our retirement optimization process, I serve as a partner and advocate to our clients by helping them navigate through life's investment and financial decisions.

Outside of the office, my hobbies include spending time with my family and friends and ordering too many books on Amazon.

Dawn Swafford is my Senior Branch Office Administrator with over 23 years of experience. She is responsible for keeping both me and our clients organized and is available to assist you with all your administrative needs.

Through our retirement optimization process, our goal is to partner with you and your family to build financial goals, strategies and pathways to financial health and leave a legacy that is important to you.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More