Wealth Advisor | CIO & Partner
"Being a part of a team who helps empower clients to make wise long-term decisions is the most satisfying aspect of my job. Witnessing clients leave our office feeling more confident about their financial futures never gets old and motivates me to ensure I continue to be a worthy steward of their trust."
With CapTrust Since
2015
College / Degrees
Calvin University – Bachelor’s degree
University of Michigan, Stephen M. Ross School of Business – Master of Business Administration (MBA), Graduation with Distinction
Professional Certifications & Equipping
CERTIFIED FINANCIAL PLANNER™ Professional
Experience
CapTrust, Advisor, 2015 – Present
SET Environmental, Account Manager, 2012 – 2014
Same Day Delivery, Operations Associate, 2011 – 2012
Hometown
Grand Rapids, Michigan
Travel
Favorite Places I’ve Been:
New Zealand
Harbor Springs, Michigan
What got you interested in this field?
It was not until after college that I began to understand the value of finance. Making wise decisions with money matters to everyone – businesses, families, schools and churches. Understanding its importance led me on a journey of reading and discovery which has fascinated and challenged me ever since. I enjoy the process of learning and in finance have found a field where the learning never has to stop.
Family
I have been happily married for over 14 years to my wonderful wife, Kaitlin. We have two children, Boaz (Bo) and Charlotte (Charlie) – they are loads of fun and I continue to be grateful for the journey we are on as a family.
Hobbies and Relaxation
When not in the office, you can catch me cycling on the White Pine trail or Reeds Lake, golfing with friends, or grabbing dinner with those close to us (some favorites: Gin Gin’s, Terra, and El Cerritos).
Community Service
Trillium Living – Board of Directors | Investment Committee
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
