Growing up in a small farm town, I learned firsthand the values of hard work and financial responsibility. These principles shaped my work ethic, leading me to take a job in a local foundry to help pay for my education at Butler University. Throughout my life, I witnessed hardworking families making sacrifices but struggling to build financial security due to a lack of guidance. This fueled my passion for wealth management, driving me to pursue a career in finance and ultimately earn my CFP® certification. Today, I focus on working with business owners, farmers and families, helping them navigate advanced financial landscapes and creating multi-generational wealth strategies. My approach is deeply rooted in understanding where our clients come from, ensuring they have the knowledge and structure needed to help achieve financial clarity and long-term success. A Branch Team Built for Excellence
Our dedicated branch team prioritizes exceptional client service and a seamless experience. Heidi, our senior branch office administrator, has earned the FPQP® designation and has been an integral part of the firm since 2019. With extensive experience in business and client relationship management, she strives for the highest level of service for our clients. She and her husband, Chris, have two adult children, Trinity and Alexander, and she enjoys spending time with family and friends. Kiley joined our team in 2025 as a branch office administrator after spending eight years in the customer service industry. A graduate of GVSU, she and her husband, Greg, who is currently attending MSU following his service in the U.S. Navy, recently returned to their hometown after being stationed in Japan, with their cat, Goose. Kiley is thrilled to contribute to the community she grew up in and serve our clients. A Personal Connection to Community and Legacy
Outside of work, I am happily married to my wife, Ashley, and we have two cats, Loki and Maui. We enjoy traveling and hiking in National Parks. My journey gives me a unique perspective—one that blends discipline, empathy and financial knowledge. I am dedicated to helping my clients turn their hard work into lasting financial success, working to help their wealth serve them, their families and future generations.
