Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Business Retirement Plans
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments

Education

  • BA in Accounting, Finance, and Business Management Northwood University Midland, MI

Awards & recognition

  • Rush Creek Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Fiancial Advisor at Hantz Financial Grandville, MI 49418, 13 years from 2003-2016

Community participation

  • Hand2Hand Backpacks
  • Habitat for Humanity of Kent County

Interests

-Spending time with my wife Ashley and my four kids. Alexus, Caleb, Sofia and Jaxon

-I enjoy all watching all sports. Especially, football(yes I am a Detroit Lions fan) basketball, and baseball.

- In my spare time I enjoy doing house projects. However, they are at my own pace and not as fast as some people would like.

My photos

1 albums
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