Wealth Advisor
"Every individual, family, and business has a unique story—distinct goals, values, and complexities. I take great joy in uncovering what matters most to each client, thinking strategically on their behalf, and crafting a personalized roadmap that aligns wealth with purpose. Whether it's navigating multi-generational planning, optimizing tax efficiencies, or stewarding legacy impact, I’m honored to walk this journey alongside them."
With CapTrust Since
2020
College / Degrees
University of Michigan – B.A. in Economics
Professional Certifications & Equipping
CERTIFIED FINANCIAL PLANNER® certification
Experience
CapTrust, Wealth Advisor, 2020 – Present
JPMorgan Chase Bank, Relationship Banker, 2016 – 2020
Hometown
Byron Center, Michigan
Travel
Top 5 Favorite Places I’ve Been:
Amalfi Coast, Italy
Huémoz, Switzerland
Sea of Galilee, Israel
Paris, France
Guangzhou, China
These experiences have shaped my worldview and deepened my appreciation for legacy, generosity, and the diverse ways people define a meaningful life.
My Approach
I believe wealth can be a tool for freedom, impact, and joy. My role is to help clients make informed decisions that align with their values and long-term vision. I aim to simplify complexity for my clients while maintaining attention to detail on their behalf, anticipate needs, and be a trusted sounding board through every season of life.
What got you interested in this field?
- Natural wiring – A desire to know people deeply, empower them to live a fulfilling life, and add value to their lives. A strategic, detail-oriented, nerdy numbers brain. A long-held curiosity around all-things financial.
- Family history – A dad and grandpa in the financial industry—it’s in our blood.
- Discovery process – Reading Rich Dad Poor Dad in fifth grade, an inspirational career coach, and intentional conversations with over 2 dozen financial advisors helped me see how impactful this work can be—not just in growing wealth, but in helping clients live with clarity, confidence, and purpose.
Family
My incredible wife, Shawney, and I have the rewarding privilege of raising two fun and highly energetic boys who love each other to pieces …most of the time.
Hobbies and Relaxation
In addition to wrestling, playing sports, tickling, and experiencing life afresh through the eyes of my young boys, I enjoy playing board games and card games, hiking, paddleboarding at the family lake house, studying theology and finance, and catching up with friends and family.
Community Service
The Local Church – Welcome Team. Small Group Co-leader.
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.
