I earned my Bachelor of Business Administration in Finance from Grand Valley State University. As an independent and fiduciary financial advisor, I prioritize the interests of my clients above all else. I maintain no affiliations with brokerage firms, do not sell financial products, and do not accept commissions. My core philosophy centers on empowering my clients through education and offering cost-effective advice.
My primary focus is helping blue-collar business owners successfully exit their businesses while creating wealth and securing their financial future. These clients face unique challenges and opportunities, and I leverage my expertise to navigate the complexities of exit planning, ensuring a smooth transition that maximizes value and minimizes tax burdens. Their dedication to building something meaningful aligns with my mission: to provide a clear, strategic path to financial independence. My approach is built on education and communication, ensuring that every business owner understands their options and feels confident in their next steps. I firmly believe that a well-planned exit is the key to long-term financial freedom, and my role is to guide them through that process with transparency and trust.
Why should exit planning matter to me?
Whether you’ve just started a business, owned one for decades, or are preparing to exit, you are already engaged in exit planning. In reality, exit planning is simply a good business strategy.
Finding an advisor who understands that personal and business finances are deeply connected is crucial to your success.
The first step is knowing what your business is worth. This valuation helps you define your personal financial goals, ensuring you have a clear path forward. With this clarity, you can strategically position yourself for a successful transition—both personally and professionally.
In my financial planning approach, I cover a comprehensive range of areas, including:
Exit Planning
Tax Planning
Investment Planning
Retirment Planning
Risk Management Planning
Legacy and Estate Planning
Debt and Education Planning
Beyond financial matters, I have a strong passion for golf, travel, and the great outdoors. An accomplishment I'm particularly proud of is achieving my first hole-in-one while playing golf in 2021. Notably, just six months later, I had the incredible fortune of securing a second hole-in-one.
I'm genuinely eager to connect with you and play a role in your financial journey. Perhaps we can even tee off on the golf course together someday! Feel free to reach out via LinkedIn, email, or text to introduce yourself.
I adhere to a set of five fiduciary principles that guide my financial advisory practice:
Primacy of Your Interests: Your best interests always take precedence in my decision-making and recommendations.
Professional Excellence: I conduct myself with the skill, care, diligence, and sound judgment expected of a financial professional.
Full Disclosure: I am committed to providing complete and transparent information, ensuring that you have all relevant facts to make informed decisions.
Conflict Avoidance: I diligently avoid situations where my personal interests may conflict with your financial well-being.
Conflict Resolution in Your Favor: In cases of unavoidable conflicts, I am dedicated to disclosing them openly and managing them in a manner that favors your best interests.