As a Senior Vice President of Investments and Managing Director at Hemenway Wealth Management, I thrive in an independent environment that allows me to prioritize my clients' best interests. I take pride in my integrity and hard-working nature. My relationship with the firm provides access to a comprehensive range of investment alternatives, support from nearly 6,300 associates and industry experts at the firm's international headquarters, ongoing educational opportunities, and cutting-edge technology to service my corporate and individual clients effectively and efficiently. By offering a wide range of investment and financial planning services, I am committed to helping individuals, corporations, and families achieve their financial goals and objectives.
With over 30 years of experience in the financial services industry, I have a diverse background that includes serving in the Army Reserves for 8 years, concluding my service in the 415th Civil Affairs Battalion in Kalamazoo, MI. I have also held positions as Vice President at Prudential Securities and NatCity Investments. My specialties include economic analysis, estate planning, stocks and bonds, 401(k) plan design and implementation, retirement plan rollovers, tax-advantaged investments, and retirement planning. I work closely with clients to develop comprehensive plans tailored to their individual needs.
I hold a bachelor's degree in economics from Albion College and pursued graduate studies in finance at Western Michigan University. Additionally, I am a graduate of the Seidman School of Business in Financial Planning at Grand Valley State University. I hold series 7, 63, 65, and insurance licenses, as well as the Chartered Retirement Planning Counselor, Certified Estate Planner, and Accredited Investment Fiduciary® (AIF®) designations. The AIF® designation signifies a thorough knowledge of and ability to apply fiduciary practices. I have also earned the designation of Investment Management Consultant* through the Raymond James Consulting Services Institute.
Since 2011, I have been a member of the Raymond James Chairman's Council** and have been recognized in Forbes Best-In-State Wealth Advisors from 2018 to 2024***.
Residing in Portage, I enjoy spending time with my wife, Debra, and our two children, Austin, who lives and works in Madison, WI with his fiancée, and Alexia, who is attending college in Colorado. I am actively involved in my community, having coached Portage rocket football and taught investment classes for Kalamazoo Adult Education for over 18 years. I continuously support Galesburg-Augusta community schools and contribute in various ways. In my spare time, I participate in Bike MS events in Florida for Team Raymond James and in Michigan to raise funds for Multiple Sclerosis research.
"I look at all aspects of my client's personal financial situation and identify opportunities to help them strive to fulfill their financial goals and objectives. I consider their risk tolerance, time horizon, and objectives to build a financial model that addresses their individual needs."
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*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program
**Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
***The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.