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 lies in serving blue collar businesses as well as self-employed individuals. These clients present unique challenges and opportunities, allowing me to leverage my expertise in solving complex financial issues. Their dedication to achieving financial independence aligns with my mission: to foster a close and transparent advisory relationship. My strategy for success hinges on education and communication, as I firmly believe that everyone possesses the potential to attain financial freedom, and it is my role to guide them toward that goal.

In my financial planning approach, I cover a comprehensive range of areas, including:

  • Retirement Planning

  • Tax Planning

  • Investment Planning

  • Exit 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:

  1. Primacy of Your Interests: Your best interests always take precedence in my decision-making and recommendations.

  2. Professional Excellence: I conduct myself with the skill, care, diligence, and sound judgment expected of a financial professional.

  3. Full Disclosure: I am committed to providing complete and transparent information, ensuring that you have all relevant facts to make informed decisions.

  4. Conflict Avoidance: I diligently avoid situations where my personal interests may conflict with your financial well-being.

  5. 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.