LPL Financial Advisor
"When it comes to crafting financial plans for my clients, I take a collaborative approach where I listen first and work with you every step of the way to deliver a plan that is crafted for your financial goals"
- Specialties: Holistic Financial Planning
- Licenses: Series 7, 66 registrations held through LPL Financial, Life, Health, and Variable Products insurance in Michigan
I graduated from Michigan State University with a master’s degree in Finance, while also representing the green and white as a member of the varsity baseball team. Although I am finished competing on the diamond, I now compete and strive for my clients’ prosperity and well-being. As an LPL financial advisor, I believe having a holistic and comprehensive perspective is the best recipe to plan for the future.
Inspiring confidence through education is a critical component of the work I do. Henry Ford once said “Obstacles are those frightful things you see when you take your eyes off your goal”. Through constant research and communication, I do not allow doubt to creep into the minds of my clients. I am continuously expanding and refreshing my knowledge base to deploy more suitable investment strategies and advice for my clients.
As a lifelong resident of West Michigan and graduate of Rockford High School, I thoroughly enjoy assisting members of our wonderful community in crafting financial plans and helping them work toward their financial goals. Outside of work, I enjoy spending time with family and friends, traveling, golfing, and engaging in all things sports-related!