College for Financial Planning: CFP®
Western Michigan University: B.A.
Series 7, 66
Life, Health, Disability, and Long Term Care Insurance
My mission is to help my clients define and achieve their goals. As a CERTIFIED FINANCIAL PLANNER™, I will act with integrity, objectivity, competence, fairness, privacy, professionalism, and diligence.
Comprehensive Financial Planning
Investment and Portfolio Management
Risk Management Analysis
Retirement and Estate Planning
Grand Rapids transplant. Husband to a wonderful wife. Father to two wonderful kids. I enjoy these things in descending order of proficiency: reading, wine, writing, cooking, taking things apart, crafting, hunting, woodworking, putting things back together.