Below is some information to help you feel prepared for our meeting:
Get to know ME
Growing up, family trips hunting and fishing were a big part of my life and still are. I love living near trails my wife, Cori, and I can mountain bike on. We have three beautiful daughters, Chloe, Bree, and Quinn, as well as, one fur baby!
Before I began working at the firm, I was disciplined in mixed martial arts (cage fighting). I won three championships at the amateur level and have been passionate about athletic competition for as long as I can remember. When you’re an athlete and spend most of your life as a competitor, you may eventually stop competing athletically, but you don’t stop competing in life and in business. I think that’s why we strive to be the best. I still have that drive that causes me to never stop studying, learning, and trying to be the best for my clients.
I’m a proud graduate of Central Michigan University, where I majored in Personal Financial Planning. After finishing an internship with Financial Strategies, I completed the requirements to become a Certified Financial Planner (CFP®). I’m one of the youngest individuals to receive the designation and have obtained more designations since then. You can read more about those on the back of this biography. My favorite motto is “One does not plan to fail, they fail to plan.” This education and my competitive nature allow me to best help my clients plan for the financial future they have in mind.
EDUCATION AND DESIGNATIONS
Bachelor of Science in Entrepreneurship with
an emphasis in Finance from Central Michigan University
Masters of Science in Finance Services from
the American College of Financial Services
Certified Financial Planner®
Chartered Financial Consultant®
Certified Investment Management Analyst®
Chartered Advisor in Philanthropy®
Certified Digital Asset Advisor
I look forward to seeing you soon!