Financial Planning Specialist
"Helping clients uncover their most fulfilling life and make that life a reality is richly rewarding for our clients and a pleasure for our team. Each day I can be a part of getting to know our clients more deeply and empowering them to live with purpose and passion is a day well spent."
With CapTrust Since
College / Degrees
University of Michigan – BA in Economics
CapTrust Financial Advisors, Relationship Manager, 2020 – Present
JPMorgan Chase Bank, Relationship Banker, 2016 – 2020
Perich Advertising + Design, Account Coordinator, 2014 – 2015
Eau Claire, MI
My beautiful wife, Shawney, and I constantly find ourselves entertained by our talkative and energetic toddler, Israel. We love him to pieces and enjoy watching him grow before our eyes.
Hobbies and Relaxation
In addition to tickling, chasing and experiencing life afresh through the eyes of our son, I also enjoy playing board games and card games, hiking and exploring new parks, studying theology and catching up with friends and family.
My Top Five:
- Amalfi Coast, Italy
- Huémoz, Switzerland
- Sea of Galilee, Israel
- Paris, France
- Guangzhou, China
The Local Church, small group co-leader
What got you interested in this field?
The journey has been gradual—starting with a dad in the financial industry, reading Rich Dad Poor Dad in fifth grade, a natural wiring to strategize, a love for meaningful, impactful relationships with people, an inspirational career coach and intentional conversations with many financial advisors.