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Grand Rapids Office

625 Kenmoor Avenue SE Suite 209
Grand Rapids, MI 49546

Muskegon Office

380 W Western Ave Suite 250
Muskegon, MI 49440

Mission statement

My mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring.

How do I do this? By working closely with you throughout all of life’s stages. From buying your first home to planning for your newborn’s college education, from deciding how to take your retirement distributions to planning your estate, I’ll be there every step of the way, listening, planning and advising.

I’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact me today to schedule an appointment.

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