LPL Financial Advisor
“Through financial education and developing a customized retirement plan my goal is to help alleviate any stress that finances can have on your life and strive for a successful retirement”
Since 2010 I have been employed with Lake Michigan Credit Union in various positions. Throughout my career, I encountered many members who would have benefited from financial planning. As an LPL Financial Advisor with MaxWealth Management I am now able to live out my passion of helping you get on the right path towards a successful retirement.
I believe holistic planning is necessary to help achieve a sense of financial peace in your life. Within holistic planning the focus will be on budgeting, debt reduction, accumulation of retirement assets, protecting those assets during your retirement years, and legacy planning for your loved ones. In our meetings we will discuss your goals and develop a customized plan to help strive toward those goals.
When I am not spending time with my wonderful wife and three amazing children, I enjoy playing strategy board games, playing soccer and being involved in my church as a previous board member, currently serving in a leadership role in children’s ministries. I enjoy volunteering in the community and over the years have participated in a number of playground builds, assisted at the Kid’s Food Basket and helped at the Humane Society of West Michigan, among other volunteer opportunities.