Since launching my financial services career in 2005, I have consistently focused on providing exceptional service and value with integrity. Twenty years in financial services, serving clients in all phases of life, has given me experience with a wide range of goals, opportunities and challenges.

At Fiduciary Financial Advisors, I work with clients who want a long-term relationship with a professional that will help them build and maintain a comprehensive financial plan.

While I live in Grand Rapids, Michigan, I am fortunate to have clients coast-to-coast and can work with clients anywhere in the US. I’m proud to be a CERTIFIED FINANCIAL PLANNER™ professional on a team that is fee-only and fully transparent. I perform two types of work — Financial Planning and Investment Management — in an advisory capacity only. I have no affiliations with brokerage firms, sell no products, and accept no commissions to minimize conflicts.

Working with a financial planner helps answer questions like:

  • What should I do first to set myself up for financial success?

  • How do I balance saving for retirement with other, more immediate goals and needs? What are the trade-offs?

  • Are my goals realistic & am I on track? If not, how do I prioritize them?

What types of clients do I work with?

  • Many people struggle in their 20s & early 30s to find balance. They work tirelessly in pursuit of professional success. They're starting families at the same time. They have done this with relatively limited resources, incurring debt for housing, transportation, and sometimes, life's necessities. By their late 30s & early 40s, the kids are more self-sufficient. Professional success and the attendant compensation has arrived. While there may be more work to do to accomplish their goals, these people are starting to feel that they finally have the time to focus on optimizing as opposed to just getting by. They can stop playing defense & start playing offense. 

    That's where a financial planner comes in. Daily needs are met and then some, debt is falling, and it's time to develop new habits to efficiently deploy rising income toward changing goals. Maybe they feel like they’re behind in planning and feel intimidated. Today is the best day to address these feelings and start improving financial hygiene and developing some new habits around money. 

  • Many late-career professionals have been thinking of  retirement for years, but few have done the rigorous analysis to give them comfort with the timing of actually stopping work. They've worked for decades in pursuit of professional success. They may have raised families and supported others along the way. They've done this while managing resources carefully, perhaps navigating mortgage debt, healthcare costs, and occasionally helping adult children or grandchildren. By retirement age, family dynamics have shifted significantly. Professional obligations are winding down or have ended, but there is more to accomplish in life. These individuals are finally gaining the freedom to focus on optimizing their remaining years rather than just meeting obligations.

    Daily needs are more than met, but new questions arise about making savings last, managing healthcare costs, and leaving a legacy. It's time to shift from accumulating wealth to efficiently deploying assets toward changing goals. They may feel uncertain about their financial security or intimidated by the complexity of retirement planning. Today is the best day to address these concerns and refine financial approaches for this new phase of life.

  • When one receives an inheritance or starts a new job that pays more than they’re used to, they have an entirely new set of opportunities to consider. 

    How does one develop habits today to set themselves on a path to long-term financial success? How does one find the balance between upgrading certain aspects of their lives without spending recklessly? How to avoid the lifetime of regret from squandering an opportunity? 

    Beyond specific tasks to maximize financial success, there is a mindset shift that must accompany the change from an outlook of scarcity to one of abundance. It can be overwhelming, but it does not have to be. 

More About Me:

Outside of the office, I like to run, fish, read, and cook for family and friends. My wife and I enjoy hiking, sailing, and spending time outdoors. I serve my community as a member of the Board of Trustees at the St. Mary’s Foundation; as Chair of the Create Great Leaders Council at the Grand Rapids Chamber; and as a member of the Leadership Grand Rapids Class of 2017. I’m a proud graduate of Grand Rapids Catholic Central, Miami University, and the University of Chicago Booth School of Business, where I earned an MBA with concentrations in Economics, Finance & Accounting.