“Everyone loves their advisor when the market is roaring. But the true value of an advisor becomes more evident in down and volatile markets.”
- Specialties: Active portfolio management, retirement planning, alternative investments
- Licenses: Series 7, 66 through LPL Financial. Life & Variable Products Insurance in MI. LPL Investment Advisor Representative Registered in MI. Accredited Wealth Management Advisor (AWMA®) certification. Certified Financial Planner (CFP®) certification.
High levels of service and communication are a given with my clients. I pursue deep client understanding to make recommendations in your best interests. Timely, accurate communication is essential, as is the ability to explain complex investing vehicles in easy-to-understand language. The most important value to me is trust. It’s a responsibility I take very seriously.
Wealth management is a complex matter requiring independent and objective advice, as well as professional integrity. I like the quote from Zig Ziglar: “You can have everything in life you want, if you will just help others get what they want”.
My job is active management – to plan for my client’s goals and consider their perspectives in working toward addressing those goals. With that comes monitoring their portfolio and making changes when markets change, or when a client’s objective or situation changes.
I enjoy creating investment portfolios specially tailored for specific situations and goals. Seeing a client’s long-term plan come together is one of my highest personal and professional rewards. I relish being their trusted advisor and the first call when in need of any type of financial advice.
In my spare time I enjoy spending time with my family, coaching basketball at East Grand Rapids Middle School, and fly fishing for trout.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by the NCUA or Any Other Government Agency.||Not Lake Michigan Credit Union Guaranteed.||Not Lake Michigan Credit Union Deposits or Obligations.||May Lose Value.|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.