I am a client-centric financial advisor who is dedicated to the comprehensive care of my clients and their loved ones. I help clients manage a range of major financial decisions and family objectives. In order to better serve my clients, I earned my CFP designation. As part of my meticulous management, I collaborate with CPAs, attorneys and other trusted professionals, always respecting confidentiality.

Using an established process that leverages proven financial principles, I build personalized financial strategies for my clients that are tailored to their goals. I begin with a systematic discovery process to understand who my clients are and what they want to accomplish. Once the strategies are in place, I maintain open communication and conduct frequent, thorough reviews to ensure that plans continue to fit the needs and objectives of my clients.

I am honored to serve a variety of clients. I work with individual investors and multi-generational families to build and manage wealth. Many of my clients are also business owners, executives and sales professionals with complex financial needs.

I am passionate about helping people reach their goals and educating them along the way. I am proud of my clients’ accomplishments and feel privileged to help further their achievements.

I live a Family First philosophy and prioritize time with my wife and son. We enjoy traveling, spending time outdoors and boating. I am also devoted to community development and have served as a city commissioner and president of the Gaslight Village Business Association. Additionally, I am a vice chair of the Jewish Federation of Grand Rapids and continually support Junior Achievement.

If you are looking for a full-service, trusted financial partner, contact my office today.