Since launching my financial services career in 2005, I have consistently focused on providing exceptional service and value. I’ve served clients in all phases of life, exposing me to 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. Most often, I work with high-earning professionals who want to ensure that the hard work they’re doing today will support all of their goals, including but certainly not limited to retirement.

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, so my interests are aligned with those of my clients. As a Fiduciary, I am committed to these five principles: 

  • I will always put your best interests first

  • I will avoid conflicts of interest when possible

  • I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts

  • I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional

  • I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts

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?

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.