“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®) certificaation
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 offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliaties. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
- Not NCUA Insured
- No Credit Union Guarantee
- May Lose Value
Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan