Wealth Advisor
"I enjoy hearing about people’s pasts, what’s important to them, and where they are headed. Everyone has a unique path they are on, and I can gain wisdom from each and every client I serve. I am truly blessed."
With CapTrust Since
2017
College / Degrees
Oklahoma State University – B.S. Biochemistry & Molecular Biology
Rensselaer Polytechnic Institute – MBA in Global Enterprise Management
Professional Certifications & Equipping
CERTIFIED FINANCIAL PLANNER™ Professional
Experience
CapTrust, Advisor, 2017 – Present
Henkel, Account Manager, 2012 – 2017
Hometown
Holland, Michigan
Travel
Favorite Places I’ve Been:
Rome, Italy
Vancouver, B.C., Canada
Telluride, Colorado
What got you interested in this field?
I became interested in commerce and how money worked by the time I was eleven, I found myself hired by several neighborhood families to manicure their lawns throughout the summer months. Just one year later, I wanted to prepare for the future and put my savings to work. With those thoughts in mind, I walked into the bank as a 12-year-old to meet with a financial advisor and invest my earnings in a Roth IRA. I am confident that God was preparing a way for me to be wise with my own finances, and eventually to work with others needing a plan to manage their resources.
Family
I am married to my beautiful wife Carla and together we have four children, Carmen, Jaxon, Stetson and Caliana.
Hobbies and Relaxation
In my free time, Carla and I enjoy volunteering together in the community, mentoring children and young adults, spending time at Lake Michigan, building our home library, traveling inside and out of the United States, and visiting family in Indiana and Oklahoma.
Community Service
Potter’s House Christian School – Board of Trustees
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.
