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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelor of Science, Mechanical Engineering; Calvin College; 2000

Community participation

My personal mission is to help families and make a positive difference in the community. Mike and I are both involved in leadership roles at our church; I serve on various committees and remain very actively involved in our youth programs. We also support various community events and programs.

Interests

I enjoy spending time with friends and family, and I love the great outdoors. Every year I go camping, fishing, and hiking; and I always have a season pass to my favorite - Yosemite. I also enjoy traveling, photography, reading, and music of all kinds.

My photos

3 albums
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