Wealth Advisor | CFO, COO & Partner
"Guiding others to clarity and confidence regarding their financial life makes for a fulfilling day. It is a special moment when I can help someone discover peace about their future, the joy of giving to others, or the freedom to live the life they have always dreamed of."
With CapTrust Since
2011
College / Degrees
Calvin College – B.S. Mechanical Engineering
Professional Certifications & Equipping
Certified Private Wealth Advisor® Professional
Certified Investment Management Analyst® Professional
Experience
CapTrust, Advisor, CFO, COO & Partner, 2011 – Present
Innotec Corporation, Engineer, Team Leader, Controller, 2002 – 2011
Hometown
Indianapolis, Indiana
Travel
Highlights at this season of life have been many memorable family vacations including Costa Rica, Puerto Rico, Iceland, and our national parks throughout the United States. We have served the nations of Belize and Honduras for decades at a time on mission with local partners. Julie and I have also had life changing opportunities to visit Israel, Turkey, and Greece on biblical study tours. We are so grateful for how these experiences have shaped our faith and view of this nation and world in which we are blessed to live.
What got you interested in this field?
I made my first investment while in college near the peak of the 1999 Dot Com Bubble – not my best investment, but can you blame me? I was an Engineering major. Fortunately for my clients, I’ve learned a lot since then. I studied investments and personal finance in my free time, started coaching people through my church, and eventually decided to make a career out of helping others live their best financial life.
Family
Married to my loving wife, Julie – the epic mom to our three daughters. We’re currently taking a break from pets after a great 15-year run with our beloved Golden Retriever, Indy.
Hobbies and Relaxation
In my free time, you can find me doing anything outside, often investing in my family, from supporting my kids’ athletic endeavors, camping, boating, pond hockey, ultimate frisbee, or planning and enjoying our next family vacation. We are trying to make the most of this season of life which has certainly been my favorite, so far.
Community Service
Gateway Mission – Various positions have included: President of the Board of Directors, Finance Committee, and Executive Committee
Ridge Point Community Church – Volunteer
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Lets Talk
Every great partnership begins with a conversation. Let’s explore how we can help you grow, preserve, and pass on your wealth with clarity and confidence.
