I am a financial advisor based in Saint Joseph, Michigan, specializing in true financial planning and workplace retirement solutions for business owners and their teams. As a Certified Financial Planner™ professional, I maintain my certification through intentional continuing education to stay on the leading edge of planning strategies and industry developments. My approach centers on helping clie
nts move beyond transactional investing to a more comprehensive, goal-driven strategy—one that aligns financial decisions with long-term goals, personal values, and real-life priorities. Whether the goal is owner accumulation, employee benefit, retention, or a combination, I design plans that align with those objectives. I also focus on assisting administrative challenges and improving efficiency in plan structure and expenses, ensuring retirement plans are not only compliant, but optimized for both the business and its employees. Outside of my practice, my greatest priority is my family. My wife and I are raising six children, and much of my free time is spent creating meaningful experiences with them. Whether we’re traveling, gathering around the grill, or enjoying fine dining, I value the moments that bring us together. Living in Southwest Michigan gives us the opportunity to enjoy a truly unique setting—from the lakeshore to some of the most beautiful sunsets anywhere—and I make it a point to experience that with family and friends whenever possible. I believe financial planning should ultimately support a life well-lived, and I strive to reflect that philosophy in both my work and my personal life.
