“When it comes to crafting financial plans for my clients, I take a collaborative approach where I listen first and work with you every step of the way to deliver a plan that is crafted for your financial goals”
- Specialties: Holistic Financial Planning
- Licenses: Series 7, 66 registrations held with LPL Financial
I graduated from Michigan State University with a master's degree in Finance, while also representing the green and white as a member of the varsity baseball team. Although I am finished competing on the diamond, I now compete and strive for my clients' prosperity and well-being. As an LPL financial advisor, I believe having a holistic and comprehensive perspective is the best recipe to plan for the future.
Inspiring confidence through education is a critical component of the work I do. Henry Ford once said “Obstacles are those frightful things you see when you take your eyes off your goal”. Through constant research and communication, I do not allow doubt to creep into the minds of my clients. I am continuously expanding and refreshing my knowledge base to deploy more suitable investment strategies and advice for my clients.
As a lifelong resident of West Michigan and graduate of Rockford High School, I thoroughly enjoy assisting members of our wonderful community in crafting financial plans and helping them work toward their financial goals. Outside of work, I enjoy spending time with family and friends, traveling, golfing, and engaging in all things sports-related!
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.