Your Partner in Financial Services

So many great experiences in life start with a goal, and it is no less true with investing and financial planning. I get to know you by learning about your hopes and concerns, and this remains the first item of discussion at every client meeting. So whether your goal is achieving financial security, traveling the world, funding college for grandchildren, building your own business, or retiring early, it all starts with defining what you want your money to do for you.

I also believe an integral component of a successful relationship with me is strong communication and understanding. I love to hear stories about your first memory of money, how you learned about it and who taught you and influenced how you feel about saving, investing, and financial security and independence. These nuggets help me understand you so I can provide on-point education and assurance about meeting your goals throughout market fluctuations and life changes.

Favorite Quote

You have power over your mind – not outside events. Realize this, and you will find strength.

~Marcus Aurelius

Community Involvement

• Former Chair of the Board and Board Member (7 years) – Resthaven
• Volunteer with West Ottawa High School Band
• New Entry Training to volunteer with Resilience: Advocates for Ending Violence (May 2021)
• Investment Committee for the Community Foundation of Holland Zeeland (June 2023)
• Volunteer as a mentor in the Raymond James Registered Associate Mentorship Program (RAMP) (August 2023)

Where You May See Me Around Town

Walking my dogs, labs named Sally and Finn, all over town and at area dog parks, endlessly trying to tire them out.

Fun Facts

• I lived in Puebla, Mexico for two years between college and law school, teaching fifth grade ESL. While living there, I traveled all over Mexico and learned to speak Spanish.
• I’m a Certified Scuba Diver and have dived deeper than 100 feet off the coast of Mexico with small shark and eel encounters.

My Colleagues Describe Me As

Problem Solver, Logical, and Understanding

Licenses, Designations, and Memberships

• Certified Divorce Financial Analyst (CDFA®)
• Licenses: Series 7, 66
• Insurance Licenses: Health, Life, Annuities and Long Term Care
• Wealth Management Specialist (WMS)
• Certified Estate Planner (CEP)
• Licensed Attorney, Member of the Michigan Bar Association

Background and Education

• Holland High School, 1987
• Bachelor of Arts, English, Valparaiso University, 1990
• Juris Doctor, Valparaiso University School of Law, 1995
• Trial attorney specializing in insurance defense after graduation from law school
• Financial Advisor with Raymond James since 2007