Since starting my financial services career in 2005, my roles have changed, but my primary focus has always been 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 individuals, families and business owners who want a long-term relationship with a professional that will help them build and maintain a comprehensive plan to increase the likelihood of achieving their financial goals. 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

  • 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

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

Working with a financial planner helps clients 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 does our relationship look like? Comprehensive Financial Planning is a process, not an event. Working together starts with an initial consultation where we broadly discuss your financial situation, goals, and concerns. If we decide after the initial consultation that a relationship makes sense, then we will begin a more in-depth discovery process during which I will analyze your financial situation, including assets, liabilities, income, expenses and goals.

Moving forward from the discovery meeting, we'll develop a customized financial plan, and then execute by opening accounts and transferring assets if/as needed. Throughout our relationship, I will provide ongoing support, monitoring progress and making adjustments when warranted to keep you on track toward your objectives. For most clients, this involves meeting at least twice per year for formal reviews. Certain periods may require more engagement (marriage, divorce, childbirth, inheritance, new job, retirement, etc.). 

Importantly, there are no restrictions on how often you can contact me. I hope to be your first call when you have a question or situation that might impact your financial plan. Do you want to buy or lease a car? Are you moving? Adding to your family? New job? All of these are excellent reasons to connect and perhaps update your financial plan.

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 Treasurer of the Grand Rapids Lions Club; as a member of the Board of Trustees at the St. Mary’s Foundation; as Vice 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.