My role as a financial advisor and CERTIFIED FINANCIAL PLANNER® professional isn’t just about managing finances—it’s about helping clients live fully and align their financial choices with their values and life goals. I believe that financial preparation is, at its core, a lifelong journey rooted in understanding, empathy and respect for each client’s unique story. By listening closely and paying attention to the details that matter most, I work to empower clients in a way that goes beyond traditional financial advice.

My team of dedicated administrative, insurance and investment specialists shares my commitment to a proactive and relationship-centered approach. Together, we provide a service experience that is not only responsive but deeply personalized and attuned to each client’s evolving needs.

Growing up on a farm in the rural Midwest, I developed a strong work ethic and a belief in the value of working both hard and smart. Personal growth and continuous learning are guiding principles for me. I hold an MBA from Michigan State University and was honored with an academic award from Financial Executives International. My experiences studying abroad in China and Great Britain expanded my understanding of global perspectives and reinforced my love for travel and culture.

Beyond the office, I am dedicated to giving back to my community. I serve on the board of Valley Day School and actively support charitable initiatives focused on Autism, Epilepsy and Alzheimer’s awareness. I’m proud to raise awareness and funds for these causes, believing that contributing to the well-being of others adds meaning to my life and work.

My family is my foundation. I’m blessed to share my life with my wife, Bronwen, and our two children, Dylan and Sydney. Outside of my professional life, I enjoy hunting, tackling home projects, flying and spending quality time with family and friends. Growing up around small aircraft, I’ve always dreamed of building my own airplane, a project that remains high on my bucket list.