Finance and investing became a major part of my life when I got married and started my own family. I recall one night spending several hours researching retirement distribution strategies, and it occurred to me then that pursuing a career in financial advising would be a good fit for me.

I am originally from Zeeland, Michigan, but spent several years exploring other parts of the United States. I pursued my passion for music in Nashville, TN, before moving to Colorado Springs, CO, where I met my wonderful wife and developed a love for fly fishing. My family and I are now settled in Holland, Michigan. We love spending time together outdoors, especially during the beautiful Holland summers.

I enjoy working with clients to help them achieve their goals by reviewing their full financial picture, partnering with their legal and tax professionals upon request. I find it very rewarding to show someone a social security strategy that can shave years off of their working career or help them feel confident spending the extra money on a dream vacation.

Our clients can expect honest advice with a personalized touch. I create tailored solutions to benefit our clients, which include:

- Individual investors who are serious about developing a workable financial strategy, whether they are just beginning their retirement journey, nearing their retirement date or recently retired.
- High Net Worth clients who are looking for tax-sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.
- Individuals looking to establish or revisit their financial legacy.

If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Music
  • Canoeing
  • Fishing

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
  • Weekends
  • Web Conferencing

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