Wealth Advisor | CEO & Partner
"Building meaningful relationships with clients and colleagues is a profound source of joy. In serving clients, the shared journey of discovering wisdom for life—and witnessing the peace and confidence that emerges—is endlessly rewarding. Leading and serving the team at CapTrust, I’m inspired daily by working to bring our mission to life, embodying our values, and realizing our vision together.”
With CapTrust Since
2002
College / Degrees
Cornerstone University – B.S. Business Management & Leadership
Professional Certifications & Equipping
Certified Investment Management Analyst® (CIMA®) – Professional certification administered by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania
Certified Private Wealth Advisor® (CPWA®) – Candidate
Advanced Investment Strategist Certificate administered by Investments & Wealth Institute™
Innovation Through Education – California Institute of Technology
Experience
CapTrust, Advisor / CEO, 2002 – Present
The Bank of Holland, Business Development Manager, 1999 – 2002
First Michigan Bank (FMB), Investment Advisor and Banking Office Manager, 1994 – 1999
Hometown
Holland, Michigan
Travel
Rooted in the belief that love and compassion grow through understanding others’ perspectives, our family has embraced travel—both domestic and international—as a lifelong discipline. It continues to shape us in profound ways. This world and the people and cultures in it are amazing.
Where I’ve Been:
Most states & regions within the U.S.
Central America
Africa
Israel
The Caribbean
Europe
What got you interested in this field?
Helping others. From a young age, I saw finance as a vital part of every person’s story—one that, when stewarded well, can unlock opportunity and help navigate life’s challenges.
A technical curiosity in finance, paired with a deep desire to walk alongside others on life’s journey, affirmed early on that personal finance was the right path—and it’s one I’ve followed for thirty years. Serving clients through time has allowed me to grow both technically and relationally, and I remain convinced that the adventure of growth and learning in my profession is lifelong—and never grows old to me.
The relationship between a client and their wealth advisor has been referred to as a sacred trust. This truth is not lost on me, and the reality of it resonates deeply. When someone reflects on their financial life, they’re often unpacking the entirety of their life—their hopes, fears, relationships, values, and vision. Indeed, I’m honored to serve clients both in finances and in life!
Family
I’ve been happily married to my high school sweetheart, Tamara, since 1995. Her ‘love language’ is acts of service, mine is decidedly not…this keeps life interesting. We have two daughters and two sons. The oldest two are married and the younger two are in their university years. In 2021, our first grandchild arrived and we’re now up to four! Family life for us is a remarkable blessing and a profound cornerstone in our lives.
Hobbies and Relaxation
Spending time outdoors in creation is where you will most often find our family when not at the office or school. A few standout activities we’ve come to really enjoy include watersports, golf, tennis, pickleball, and skiing, snowboarding or snowshoeing in the winter months.
Community Service
Current
DISHER Corporation – Board Member
Community Foundation of Holland Zeeland – Professional Advisory Board
Elijah Mission Institute – Board Member
Center for Hebraic Thought – Board Member
Past
Zeeland Christian School – Board Member
Holland Rescue Mission – Board Member
Poetice Internation – Board Member
Holland Christian Endowment Committee
Goldman Sachs Personal Financial Management – Advisory Council Member
West Coast Leadership – Graduate
Grand Rapids Economic Club – Member
Active Mentor to Young Adults
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.
