I partner with my clients to help them define and reach their financial goals. I develop portfolios to their specific objectives, risk tolerance, and time frame using appropriate investment products and money managers to help meet their needs.
Building a strong relationship with my clients requires regular and consistent contact. As my client, I regularly review the performance of our portfolio, discuss any change in your financial circumstances, and make the appropriate adjustments to your investments to help assure an appropriate asset investment mix. I am available to meet with you at your home, or you may visit with me at our offices at any time.
I have a variety of investment products and analytical tools at my disposal to help assure you are appropriately diversified and invested.
An important aspect of a strong relationship is having a financial advisor with solid credentials. I have many years of investment experience beginning with my first stock purchase in 1967 at the age of 16. I worked for a local family-owned lawn and garden business for over 20 years prior to working with investments. I took up investments as a hobby and then made it my full-time work in 1989. I have the Series 7 and 63 licenses in over 14 states. RSC is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC.).
Sharing something about me personally strengthens our relationship. My wife and I have five children, 7 grandchildren (3 are identical triplet boys) and live in the Grand Rapids area. I have always lived in the GR area except for two years military service in Berlin, German, US ARMY. I attended Davenport College of Business in GR and Oxford University in Oxford, England. I am an active member at Harvest Orthodox Presbyterian Church as an Elder, Deacon, finance, and on fund raising committees. Other areas of volunteer service have been 10 years teaching Project Business for the Junior Achievement organization, Board President of the Biblical Counseling Center, President of the Grand Rapids Music Society, President of the Calvin Christian Music Committee, and Finance Committee member of Zion Christian School. Currently, I am a Director of a Foundation. My special interests include astronomy, golf, and traveling.