Partner, Financial Advisor, CPA, CFP®
- Tax Strategy Planning
- Investment and Portfolio Allocation
At The Wiser Financial Group, I serve as one of our senior financial advisors, tax planning strategists, and partners at the firm. Throughout my career at Wiser, it has been a pleasure to work with our talented team and I feel lucky for the opportunity to serve so many of our clients throughout the Southwest Michigan area. With our firm’s collaborative approach, I feel confident that we are able to serve our clients by truly knowing who our clients are, what their goals are, and keeping that in perspective when looking at the big picture of how we can help our clients reach their ultimate vision for retirement.
Since I started here, I can tell you one of the most rewarding feelings is knowing how our clients feel confident entrusting our team to help them invest in their future and work together towards personalizing their own plan for retirement. At this organization, relationships mean everything to us, and it all boils down to trust. Not just from a business standpoint, but also from a personal side. We love having the opportunity to get to truly know our clients, not simply knowing what their basic retirement goals are, or what a few of their investments look like, but by having the opportunity to hear about your kids, your grandkids, what your likes and dislikes are. These are important aspects of your life, not only to you, but to our team as well. We want to provide our clients with everything we can, as if they were our own family. I feel extremely grateful for the opportunity and the trust my clients have with our group, and we want to do our absolute best to help make those dreams for retirement a reality with all of our clients.
Outside of the office, I love spending time with my family and friends here in Kalamazoo. I am happily married to my wife, Karla, and we are lucky to have a family of three wonderful children, Lydia, Hayden and Hudson. We have lived in Kalamazoo for the majority of our lives, but our oldest, Lydia, has finally escaped Michigan and she is in her sophomore year of college out West. Most of the time you can find Karla and myself cheering on a basketball, soccer, or baseball game for either Hayden and Hudson, but we also love to spend time cheering on Michigan State Football and Basketball whenever we get the chance.