As a Financial Advisor with Waddell & Reed since 2008, my mission is to assist my clients in pursuing their financial goals and objectives by striving to take the guesswork out of investing and helping to manage their financial risks. I believe in going the extra mile for my clients, as part of my regular service. It is also my belief that every individual has the right and ability to pursue financial independence, and that financial planning is a life-long, personal process. My focus is to build long lasting relationships through multi-generational planning; therefore my approach centers largely on client education and interaction. I utilize my experience to develop strategies that focus on customizing portfolios designed to match individual goals and constraints, and assisting clients with life’s many unknowns as they arise. I provide one-on-one services to individuals, small business owners, and human resource personnel. In addition, I offer educational workshops for companies and organizations throughout the area. I am a graduate of Ferris State University, in Big Rapids, MI, where I attained a degree in Marketing. My wife, Aimee, and I currently reside in Grand Rapids along with our two children. Outside of work, I enjoy golfing, traveling, and spending time with my family.
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