In the role of Client Relationship Manager, I work to strengthen our relationships with both our clients and other businesses by employing regular and informative communication. As a licensed Wealth Advisor, I strive to make sense of investments for people from all walks of life. I host regular client meetings to provide account reviews, and always enjoy walking people through their investment performance and related questions. One of the most impactful things I do is build personal wealth plans for clients. We aggregate all sorts of relevant financial and family data, input it to our software, and produce an interactive report that projects retirement success while planning for any potential pitfalls along the way. Our wealth plans are a key piece that allows us to deliver client-centric and comprehensive services.
I attended Grand Valley State University and earned my Bachelors in History. I love creating educational resources for our firm and constructing clarity from complex issues. If you have questions about building a wealth plan, why your account is doing what it is doing, or are interested in learning more about what we have to offer please don't hesitate to reach out.
My wife, my son, and I live in Manistee and we love the lakeshore and all it has to offer. You'll find us hiking the trails, tasting the wine, or sitting in our local church pew.