There is something we have in common. We all have financial resources that we have to figure out how to steward. As you journey in your financial life, it can be difficult to make decisions along the way. Having a trusted advisor is essential to navigating the now and planning for the future.
As your advisor, I specialize in helping clients develop a plan that fits their unique situation. We will consider all areas of your financial life as we work together to chart a course forward.
Income tax planning
Investment planning
Retirement planning
Charitable giving
Cash flow planning
Insurance planning
Education planning
Estate planning
It is my desire to be a guide along the journey and help you make your plan a reality. If you would like clarity and direction in your financial life, or someone to help keep you on course, I’d love to have a conversation about working together.
Specializations:
401(k) & other employer sponsored plans
Whether you are setting up your plan from scratch or making sure that your existing plan fits your needs, my experience and expertise will help you select the right provider and design the plan that best serves your company.
Faith-based financial planning
The Bible has over 2,350 verses that talk about money, but we often go to other sources for our financial wisdom. As a Certified Kingdom Advisor, I am specifically equipped to help you navigate your financial life through the lens of your faith.
About Me
While I was born in Ohio, West Michigan has been home for the majority of my life. My wife, Brooke, and I met while working at Camp Michawana and have a beautiful daughter, Jana. As a family, we love spending time outdoors. A few of my favorite activities are mountain biking, downhill skiing, and hiking. One thing most people don’t know about me is that I am a connoisseur of root beer.
Education
Andrew has written or contributed to:
As Gasoline Prices Surge, Here Are Four Ways to Save This Summer
6 Steps for Financial Spring Cleaning, Pandemic-Style