Trading & Accounts Analyst
"I am encouraged every day that I have the privilege to work on a team that seeks to serve clients and one another with purpose and joy. Playing a part in the financial success of CapTrust clients is truly a fulfilling role."
With CapTrust Since
2019
College / Degrees
Grand Valley State University – B.B.A Finance
Experience
CapTrust, Trading & Accounts Analyst, 2019 – Present
Hometown
Hamilton, Michigan
Travel
Favorite Vacation Spots:
San Diego, California
Ocean City, New Jersey
Peaks Islands, Maine
Holland, Michigan (you cannot beat the big lake in the summer!)
What got you interested in this field?
The financial industry piqued my interest during my financial literacy class in high school. In college, Christ directed my feet to the doorstep of CapTrust where, as an intern, I observed how being a good steward of wealth and asset management can be used to create financial strength. My experience as an intern at CapTrust assured me that there was a place for me in the financial industry.
Family
I am a proud brother of four older sisters, and two brothers. My family is spread out between Tennessee and Michigan with my parents and three siblings in the Holland area. The crew keeps expanding as more nieces and nephews are added to the picture!
Hobbies and Relaxation
If there is an opportunity to go outside, I take it! I love to hike, go to the beach, snowboard, rock climb, or any activity that involves the great outdoors. Apart from outdoor activities, I enjoy playing the guitar and spending time with friends and family.
Community Service
Holland Rescue Mission, 2017 – 2019
Covenant Presbyterian Church – Music/Sound
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.
