Financial Advisor, CFP®
- Investment Planning.
When I work with clients, I make it a priority to listen to and understand their planning goals, then take the steps necessary to help accomplish them. Minimizing risk is an important part of this process.
Outside of the office, I enjoy scuba diving and spending time with my two children. I have taught several financial planning courses through Western Michigan University Continuing Education, Kellogg Community College of Continuing Education, Portage Community Education, and Sturgis Community Education. I have also been a guest speaker for numerous groups and organizations throughout southwest Michigan, including conducting retirement planning seminars.