Wealth Advisor | Partner
“I believe life is all about relational impact. We are most fulfilled when we are able to be a force for good in the lives of others within our sphere of influence. I am grateful for the opportunity to do that working with individuals and families seeking to realize the financial life they have long hoped and planned for.”
With CapTrust Since
2008
College / Degrees
Cedarville University – B.A. Business Accounting/Finance
Professional Certifications & Equipping
CERTIFIED FINANCIAL PLANNER™ Professional
Experience
CapTrust, Advisor, 2008 – Present
Hometown
Zeeland, Michigan
Travel
Favorite Places I’ve Been:
Germany (family heritage)
Tucson, Arizona (great golfing)
Oklahoma City, Oklahoma (visiting my brother and sister-in-law)
Florida (you’re never too old for Disney)
What got you interested in this field?
My first experience with investments was for an algebra project. We were assigned to research, select, track, and ‘trade’ stocks. Though my middle school math class portfolio was completely (and thankfully) artificial, I was fascinated. Ultimately, my studies and degree in business accounting proved less interesting to me and the concept of investments and working more directly with relationships was a more life-giving prospect. Financial advising perfectly connects my understanding and interest for the technical matters of finance with the regular opportunity to interact with people to form meaningful relationships.
Family
Married to my beautiful wife Sarah who’s an absolute rock-star mom to our 2 sons, Decker and Roman. Although our boys also love our Pomeranian, Emmie, the feelings are not mutual.
Hobbies and Relaxation
Golf in the summer, Snowboarding in the winter, Desperately trying to maintain fitness year round.
Community Service
Higher Ground at Lake Louise – Board Treasurer
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.
