“I use a holistic approach and put you at the forefront to develop a custom financial plan to guide you as you pursue your financial goals.”
- Specialties: Holistic financial and retirement planning, insurance
- Licenses: Series 7, 6, 63, 65 through LPL Financial. Life, Health, and Variable Products Insurance in MI.
As a financial advisor, I get to know you on a one-on-one basis so we can work together to tailor a customized financial plan for your unique needs. Each client's situation is different and getting to know you is the first step to crafting a plan that reflects your stage of life and milestone goals.
Using an active-listening approach, I partner with you to understand what is important to you and how to better help you succeed. Over a decade of experience working in banking, lending, and wealth management roles has given me the tools to put all the pieces of your life together into a cohesive financial plan.
As a lifelong learner and teacher, I’ve been a member of the faculty at Aquinas College for over a decade. In addition to being a financial advisor and an educator, I also enjoy playing music with the Holland Symphony Orchestra and various other groups here in West Michigan. If you miss me performing at a concert you might see me around town with my wife and son.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by the NCUA or Any Other Government Agency.||Not Lake Michigan Credit Union Guaranteed.||Not Lake Michigan Credit Union Deposits or Obligations.||May Lose Value.|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.