Partner & Senior Financial Advisor

With two decades of experience and a deep commitment to helping others, I chose this profession to make a real difference. What started as a hope has become my reality—helping clients achieve financial clarity, independence, and confidence in their futures.

My clients are forward-thinking individuals who:

  • Aim to reach financial independence well before traditional retirement age.

  • Value a collaborative, personal relationship with their financial advisor.

  • Seek simplicity in managing their complex financial lives.

Together, we craft strategies that align with their goals, allowing them to leverage their net worth and live life on their own terms. True financial independence is rare, and helping clients achieve it is incredibly rewarding.

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By referral only, I work with individuals and families navigating life’s transitions and challenges, including:

  • Divorce Planning: As a Certified Divorce Financial Analyst (CDFA®), I provide expert guidance to those navigating the financial complexities of divorce, ensuring clarity and confidence through a difficult time.

  • Widows: Supporting clients who’ve lost loved ones is a privilege I deeply value. I help them make informed financial decisions during emotionally challenging times.

  • Business Owners & Executives: From succession planning and exit strategies to managing concentrated stock, stock options, and tax planning, I help high-achieving professionals optimize their wealth.

  • Sudden Wealth Management: Whether from inheritance, legal settlements, or business sales, I guide clients in managing and growing unexpected financial windfalls.

I’m honored to have contributed to leading publications, sharing insights to help readers navigate financial challenges:

About Me:

I earned my degree in Finance from Miami University (OH) and became a Certified Financial Planner™ (CFP®) in 2010. I’ve also obtained the CDFA® designation to better serve my clients during major life transitions.
Giving back is a core value of mine. I proudly serve on the boards of the East Grand Rapids School Foundation and Coral Reef, a unique 28-unit living environment for those with IDD.
When I’m not working, I’m spending time with my wife, our two kids, plus our cat and two dogs. I enjoy running, exploring the outdoors, listening to old-school hip-hop, and consuming interesting food. Over the years, I’ve embraced a healthy lifestyle, living by the mantra: “Your health is your greatest wealth.”

Ready to Simplify Your Financial Life?
If you’re seeking a financial partner who values transparency, strategy, and a personal connection, I’d love to help. Together, we can build a path toward financial independence and a future you’re excited about.