Focus:

For over 25 years, I have been helping families achieve financial success by providing guidance that combines trust, knowledge and confidentiality. I enjoy the challenge of developing and implementing complex financial strategies in partnership with my clients' accountant, attorney and other trusted professionals.

My personal mission is to simplify clients’ financial lives and help them gain time to pursue their life’s passions.

Accolades:

My career as an Edward Jones financial advisor began in 1994, opening the first office in Allegan, MI. I became a limited partner with the firm in 1998 and have held numerous leadership positions providing mentoring, training and advanced strategy education to financial advisors throughout the nation. I am an 8-time qualifier for the Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors.

Team:

Our talented team of professionals includes branch office administrators Melisa Lautenschleger, Liz Sulzener and Kelly Lautenschleger. With over 48 years of combined experience, they serve our clients’ administrative needs with care, compassion and a personal touch.

About Me:

My wife, Dawn, and I have spent 27 years together enjoying outdoor adventures and spending time with our two children, Izaak and Madelyn. Izaak is currently pursuing a business degree at Davenport University, and Madelyn is studying occupational therapy and running cross country at Hope College.

I am passionate about my community and wildlife conservation, currently serving as trustee for The Allegan County Community Foundation, past-president of the Allegan Rotary Club and director of the Allegan Area Ducks Unlimited Chapter.

Focus areas

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

My Personal Interests

  • Outdoor Enthusiast
  • Mountain Biking
  • Hunting
  • Spending Time with Family
  • Traveling

Office Information

Office Address

1745 34th Street Allegan, MI 49010

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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