In order to help my clients reach their financial goals, I focus on building strong, long-term relationships based on communication and solid investment advice. I strive to deliver a level of personal service that meets and often exceeds their expectations.
Building a strong relationship with my clients requires regular and consistent contact. As my client, we will meet on a regular basis to review the performance of your portfolio, discuss any changes in your financial circumstances, and make the appropriate adjustments to your investments. In this way, we will ensure a proper asset investment mix. I have all the pertinent investment products and analytical tools at my disposal to help assure that you are properly diversified and invested.*
An important aspect of a strong relationship is having a financial advisor with solid credentials. I have years of experience in financial markets, beginning my career at RSC Advisors and working with clients since 1996. I graduated from Davenport University with a degree in accounting in 1996. Currently, I hold the Series 7 and 63; Life Insurance license and Variable Insurance license. In addition, I am currently working towards the Certified Financial Planner designation.
My wife Jennifer and I have four wonderful children and live in Byron Center, Michigan. I am an active member at Byron Center Christian Reformed Church. In my leisure time I enjoy spending time with my family, traveling, watching sports, skiing, golfing and walking.
*No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.