"What's on your mind?" is usually the first question I ask clients when we meet. The answer rarely is about their portfolio. It most often is about their family, careers or what's going on in the world around us. These conversations may not have anything to do with investing, but understanding what's important to you helps us build a personalized strategy to reach your financial goals together.

One question a new client often asks me as a part of this conversation is "Why did you become a financial advisor?" That's a long story, which I would be happy to share with you in person. The short version ends with me wanting to work in a career where I could make a difference in people's lives!

On a personal note: My family is my motivation! My wife, Jennifer, teaches music therapy at Western Michigan University. She also loves to cook and makes delicious meals for our family to share around the table. I enjoy working on home renovation projects and woodworking in the shop. Our daughter, Miranda, loves music, playing both the piano and viola. She also enjoys playing first base on her softball team. Our son, Jackson, loves playing soccer and getting lost in a good book! As a family, we love the outdoors: bike rides along the Kalamazoo and Portage trails, going to the beach in South Haven, camping at one of our great state parks or just heading north to explore this great state we live in!

I look forward to the opportunity to get to know you! I am interested in learning more about your family, your dreams and goals, and what keeps you up at night. If our office is a good fit for your needs, we welcome you as a client. I look forward to partnering together throughout your life to take care of your family, realize your dreams and reach your goals!

Let's partner together,

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • Traveling
  • Music

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

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