Planning for retirement can seem like a daunting task, but it doesn't have to be. My ability to sort through all of the seemingly complex financial information will help in working towards giving you greater satisfaction as well as someone that you can depend on, to help guide you, in all of your financial decisions. We will work together to align the various investment choices along with your personal goals to help give you the confidence you need on your journey down the path to retirement and beyond.
As a client of mine, your goals and objectives come first. I firmly believe that the investment decisions for your portfolio should be carefully aligned with your family’s values, unique financial situation and your ultimate goals. It is my fiduciary responsibility to ensure that your best interests always comes first.
We live in a fast paced world. When looking at the investment market, it is very easy to become overwhelmed. As your advisor, it is important that I sift through the information in order to provide you with different products that will help to create protection, income, and growth. This will allow us to build a total plan in order to be effective in preparing for the journey down the path to retirement, while focusing on what is most important to you!
I am a graduate of Grand Valley State University, where I double majored in both business and finance. Born and raised on the Northwest side of Grand Rapids, I have a strong connection with our community and look forward to further establishing my roots within West Michigan. I enjoy spending the majority of my time in the outdoors, where I enjoy hunting, fishing, and hiking, with my friends, family, and my dog Mags.