“Like so many, my clients are seeking a more predictable future and best possible outcomes for their lives. Guiding people through our custom planning process empowers our clients with confidence in their financial security and frees them to live a more fulfilling life. They gain clarity and knowledge in their quest to get the most out of their finances.”
With CapTrust Since
2004
College / Degrees
Calvin University – B.A. Pre-law, Business and Political Science
Professional Certifications & Equipping
Certified Investment Management Analyst® Professional certification administered by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania
Fundamentals of Alternative Investments Certificate – Chartered Alternative Investment Analyst Association
Family Wealth and Business Leadership Transition Planning – Institute for Preparing Heirs
Applied Behavioral Finance Certificate – MIT Laboratory for Financial Engineering
Strategic Acquisitions – Association for Corporate Growth W MI
Experience
CapTrust, Advisor, 2004 – Present
Recognition
40 Under 40 Business Leader Honoree, The Grand Rapids Business Journal, 2014
Hometown
Holland, Michigan
Travel
Our family loves visiting National Parks and downhill skiing in the winter.
What Got You Interested in This Field?
At its core, a desire to serve people is what drew me to this profession. I’ve always been interested in the connection between wealth and the larger purposes people have for their lives.
Over the years, I’ve learned that wealth is rarely complicated because of investments. More often, it’s complicated because life is. A business transition, retirement, a tax decision, an inheritance, a charitable goal, or concern for the next generation can quickly create questions that no investment portfolio can answer on its own.
That is where I believe I can be most helpful.
I work with individuals, families, and business owners to understand the life they want to live, the people and causes they care about, and the impact they hope to make. From there, we bring investments, tax planning, estate planning, risk management, and philanthropy together into one coordinated strategy.
What clients often value most is my ability to see how the pieces affect one another, simplify complex decisions, and identify opportunities well before they become urgent. The goal is not simply to manage wealth. It is to help clients use their wealth more intentionally and make important decisions with greater clarity.
Ultimately, I want clients to feel confident that their financial life is working together to support the future they envision. If your financial decisions have grown more complex, or you’re unsure whether every part of your plan is truly coordinated, I’d welcome the opportunity to offer a fresh perspective.
Family
Family has always been one of life’s greatest blessings. My wife and I have been married for 28 years and are grateful to have raised three incredible children together.
Hobbies and Recreation
I enjoy fly fishing Michigan’s trout streams, downhill skiing, exploring new hiking trails, and spending time with family and friends. Some of my favorite moments involve being outdoors and appreciating the beauty and quiet that nature has to offer.
Community Service
Boys & Girls Club of Greater Holland, Board Member, 2024 – Present
Community Foundation of Holland/Zeeland Area, Investment Committee Member, 2016 – Present
Grand Rapids Economic Club, Member, 2006 – Present
Investments & Wealth Institute, Member, 2004 – Present
Michigan’s West Coast Chamber of Commerce, Board Chair, 2009 – 2015
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.
Crain’s Grand Rapids Business Journal selects 40 Under 40 honorees from nominations received. Nominees are evaluated by outside judges on business success, professional recognition/awards, breaking stereotypes, new endeavors or industry emergence, community involvement and leadership. Candidates must be 39 years of age or younger on October 16 and live in West Michigan to qualify. No fees have been paid to nominate candidates or to accept this award.
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.
