Senior Portfolio Analyst | Partner
"Nothing is more satisfying than hearing a client say they found our CapTrust team helpful in better understanding their financial world, empowering them to live with confidence and purpose."
With CapTrust Since
2000
College / Degrees
Hope College – B.A. Psychology
Professional Certifications & Equipping
Certificate in Investment Performance Measurement, CIPM®
Experience
CapTrust, Senior Portfolio Analyst / Partner, 2000 – Present
Hometown
Holland, Michigan
Travel
Favorite Places I’ve Been:
35 major league baseball stadiums (A few are gone, and a few new ones are left to visit!)
Over 135 U.S. NPS national parks & historic sites (There are over 400!)
Scandinavia and China were the favorite international destinations. (Australia is next on the list!)
What got you interested in this field?
I became interested in this field because it was able to join my love of analyzing financial markets with the satisfaction of building lasting relationships with trusted clients – a tremendous opportunity I don’t think I could find anywhere else.
Family
My life outside the office is filled with joy, literally. My wife Joy is a local third-grade teacher, and we spend as much time as possible with our three children.
Hobbies and Relaxation
We love to travel when given the opportunity, and the kids have grown used to long rides in the car and trips to the airport. Our favorite points of interest are lighthouses, museums, national parks, and stage theaters.
Community Service
Holland Public Schools – Mentor & PTO
Central Wesleyan Church – Class Leadership
CIPM® is a registered trademark owned by CFA Institute.
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.
