Wealth Advisor | Founder
"Today, our clients are truly seeking help to live their best possible life, to engage in deep and meaningful conversations and to incorporate the best of all their world into a comprehensive strategy for living purposeful lives, and I feel privileged to be able to be part of an organization that can accomplish that."
With CapTrust Since
1997
College / Degrees
University of Kansas – B.G.S in Labor Relations and Personnel Administration
Professional Certifications & Equipping
Certified Investment Management Analyst® Professional
Alternative Investments Program administered by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania
Engaging and Retaining Heir Families administered by the Institute for Preparing Heirs
Advanced Investment Strategist Certificate administered by Investments & Wealth Institute™
Experience
CapTrust, Advisor, 1997 – Present
McDonald and Company, 1988 – 1997
Manley, Bennett, and McDonald, 1982 – 1987
Hometown
Holland, Michigan
Travel
Favorite Places I’ve Been:
India
Slovakia
Boyne Falls, Michigan
What got you interested in this field?
A desire to help people in ways that will truly be transformative.
Family
My beautiful wife Margie and I have been blessed with five great kids who are all now adults. We love being grandparents and our life is filled to overflowing as we continue to make family a top priority. Visiting our children wherever they land is high on our list.
Hobbies and Relaxation
My perfect day away from the office starts with a good game of golf and ends with time well spent at the family cabin – enjoying the company and reading.
Community Service
Doulos Partners – Board Member
American Baptist Churches – Denomination Board & Endowment Committee Member
Higher Grounds – Board Chair
Michigan Municipal Employees Retirement System – Former Board Member for 16 years
Psalms 68 Five Ministries – Board Member
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.
