Your Partner in Financial Services
I bring over 15 years of insurance and financial services industry experience to my clients. I have a specific interest in financial and estate planning, investment management and risk and liability management and strive to add great value for my clients within these areas.
Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, my process begins with truly getting to know you – your values, hopes and concerns. I’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once I’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.
Surely God is my salvation; I will trust and not be afraid. The Lord, the Lord himself, is my strength and my defense; he has become my salvation.” Isaiah 12:2
Where You May See Me Around Town
Most of the time, you’ll find me tagging along with my three boys on one adventure after another. We’re usually hauling bikes, footballs, basketballs, hockey sticks, scooters and pretty much any other type of sports equipment from fields to trails. If I get a few moments to myself, you’ll almost always find me on a gravel road in West Michigan enjoying the outdoors on my bike or hiking the woods of Northern Michigan.
My Colleagues Describe Me As
Caring, Responsible and Honest
Licenses, Designations, and Memberships
Background and Education
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.