Institutional Client Administrator | Partner
"I enjoy using my experience, knowledge, love of analytics and enjoyment of people to make sure each portfolio is thoughtfully managed with the client in mind. Working to ensure our plans are presented in an understandable manner is a very satisfying part of what I am called to do."
With CapTrust Since
2016
College / Degrees
Trinity Christian College – B.S. Operations Management
Experience
CapTrust, Portfolio Administrator, 2016 – Present
Cetera Financial Specialists, Financial Manager, 2011 – 2016
MetLife Financial, Financial Advisor, 2009 – 2011
Smith Barney, Financial Advisor, 2007 – 2009
Hometown
Oskaloosa, Iowa
What got you interested in this field?
Soon after graduating from college, I found myself sitting through investment planning meetings, absorbing numbers and details and wanting to learn more and more about the pieces that comprised these unique investment vehicles. This desire to take things apart and try to understand how they work was birthed in my rural Iowa upbringing, where simple tasks can often become complex and require the ability to understand, adapt and adjust to obtain a successful outcome.
Since 2007, I have worked within the investment world in a similar capacity – breaking down the complex and making it understandable and obtainable to investors who have a desire to understand how we can work together to reach their goals.
Family
Enjoying life with my wife Salli, our two teenage kids and our three-year-old Bichon Frise.
Hobbies and Relaxation
In my time away from the office, you can find me taking a bike ride, soaking up the sun on the shoreline or on a road trip with my family (usually to visit more family).
Community Service
Central Avenue Christian Reformed Church – Elder/Council VP
Holland Christian Theater Arts Patron Board– Treasurer
Reformed Youth Services – Sponsor/Volunteer
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.
