For nearly 20 years, I have been working with families and business owners, understanding what is most important to them and helping them achieve their goals. I have developed and refined a process that helps put the financial puzzle pieces together for my clients.

While attending Calvin College, where I earned both a Bachelor of Science in accountancy and a Bachelor of Arts in psychology, I studied for and passed the CPA exam. After graduating from Calvin in 2003, I began working for Deloitte in Grand Rapids, MI. In 2005, I was hired by Edward Jones as a financial advisor. I earned the professional CFP® certification in 2011 and the AAMS™ designation in 2007.

I have been married for 19 years and have four children. My wife is very involved at our children's school, as well as in our church. She also operates a non-profit that helps women transition out of abusive relationships. As a family, we enjoy taking bike rides, boating and playing games.

Rachel Morton has been serving our clients for the past 10 years and Kristen VanArnam has been serving our clients for the past four years. As a team, we strive to be recognized for delivering an outstanding combination of personalized financial solutions and client service.

I would be honored to connect with you and see if we are a good fit for partnering together to help you achieve your goals. Our process starts with an introductory call. Please call to schedule.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Camping
  • Running
  • Cycling
  • Golfing

Office Information

Office Hours

Office Hours
Mon Closed for Holiday
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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