As a Senior Vice President of Investments and Managing Director of Hemenway Wealth Management, I enjoy working in an independent environment that enables me to always do what is best for my clients, and I take pride in my integrity and hard-working nature. My relationship with the firm offers access to a full complement of investment alternatives, as well as support from nearly 6,000 associates and respected industry experts at the firm's international headquarters, ongoing educational opportunities, and cutting-edge technology designed to help me 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.
I have been involved in the financial services industry for over 27 years. Prior to joining Raymond James, I proudly served in the Army Reserves for 8 years, concluding service in the 415th Civil Affairs Battalion located in Kalamazoo, MI. I also served clients as a Vice President for Prudential Securities and NatCity Investments. Specializing in economic analysis, estate planning, stocks and bonds, 401(k) plan design and implementation, retirement plan rollovers, tax advantaged investments, and retirement planning, I work with clients to develop comprehensive plans customized for each person's individual needs.
I earned my bachelors degree in economics from Albion College and pursued my graduate studies in finance at Western Michigan University. I am also a graduate of the Seidman School of Business in Financial Planning at Grand Valley State University and hold series 7, 63, 65 and insurance licenses, as well as the Chartered Retirement Planning Counselor, Certified Estate Planner, and Accredited Investment Fiduciary® designations. The Accredited Investment Fiduciary® (AIF®) designation represents 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.
I have been a member of the Raymond James Chairman's Council since 2011.* I was named in Forbes Best-In-State Wealth Advisors in 2018, 2019, 2020 and 2021.*
I currently reside in Portage and enjoy spending time with my wife, Debra, and my two children, Austin (22) who is in the graduate program at Northwestern University and Alexia (16) who is a junior at Portage Central. I take pride in community involvement as I have coached Portage rocket football and have been teaching investment classes for Kalamazoo Adult Education for more than 18 years. In my spare time I enjoy riding in Bike MS to raise funds for Multiple Sclerosis. To date I have biked more than 375 miles to support this charity.
"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 look at their risk tolerance, time horizon, and objectives to build a financial model that addresses their individual needs."
* 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 advisor’s future performance. No fee is paid in exchange for this award/rating.
The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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 this award/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.