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

Areas of focus

  • Business Retirement Plans
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Insurance
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances
  • Retirement Plan Distribution
  • Small Business

Education

  • BBA Finance - Grand Valley State University

Awards & recognition

  • HS&C Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • HS&C Wealth Management, Ameriprise Client Experience Award, 2022-2023

Honored to be recognized in Forbes

I’m excited to share that HS&C Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Interests

  • I recently discovered that I enjoy trail running thanks to my wife who has been an avid runner most of her life. This is now a sport that we can enjoy together. We have even begun participating in trail relay events with our running team!
  • Golf has always been a passion of mine, with the competitive nature, yet also the relaxation of an outdoor sometimes casual sport. It also is a great way to make time to spend with family & friends.
  • With two boys at home we go on lots of family adventures including zoo trips, beach outings, and other local events.

My photos

2 albums
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