"Today, our clients are truly seeking help to live their best possible life, to engage in deep and meaningful conversations and to incorporate the best of all their world into a comprehensive strategy for living purposeful lives, and I feel privileged to be able to be part of an organization that can accomplish that."
With CapTrust Since
1997
College / Degrees
University of Kansas – B.G.S in Labor Relations and Personnel Administration
Professional Certifications & Equipping
Certified Investment Management Analyst® Professional
Alternative Investments Program administered by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania
Engaging and Retaining Heir Families administered by the Institute for Preparing Heirs
Advanced Investment Strategist Certificate administered by Investments & Wealth Institute™
Experience
CapTrust, Advisor, 1997 – Present
McDonald and Company, 1988 – 1997
Manley, Bennett, and McDonald, 1982 – 1987
Hometown
Holland, Michigan
Travel
Favorite Places I’ve Been:
India
Slovakia
Boyne Falls, Michigan
What got you interested in this field?
A desire to help people in ways that will truly be transformative.
Family
My beautiful wife Margie and I have been blessed with five great kids who are all now adults. We love being grandparents and our life is filled to overflowing as we continue to make family a top priority. Visiting our children wherever they land is high on our list.
Hobbies and Relaxation
My perfect day away from the office starts with a good game of golf and ends with time well spent at the family cabin – enjoying the company and reading.
Community Service
Doulos Partners – Board Member
American Baptist Churches – Denomination Board & Endowment Committee Member
Higher Grounds – Board Chair
Michigan Municipal Employees Retirement System – Former Board Member for 16 years
Psalms 68 Five Ministries – Board Member
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Let’s Talk
Every great partnership begins with a conversation. Let’s explore how we can help you grow, preserve, and pass on your wealth with clarity and confidence.
