2011
Calvin College – B.S. Mechanical Engineering
Certified Private Wealth Advisor® Professional
Certified Investment Management Analyst® Professional
CapTrust, Advisor, CFO, COO & Partner, 2011 -Present
Innotec Corporation, Engineer, Team Leader, Controller, 2002 – 2011
Indianapolis, Indiana
I made my first investment while in college near the peak of the 1999 Dot Com Bubble – not my best investment, but can you blame me? I was an Engineering major. Luckily, I’ve learned a lot since then. I studied investments and personal finance in my free time, started coaching people through my church and eventually decided to make a career out of helping others live their best financial life.
Married to my loving wife, Julie – the epic mom to our three daughters. We’re currently taking a break from pets after a great 15-year run with our beloved Golden Retriever, Indy.
In my free time, you can find me doing anything outside, from camping, golfing and biking to climbing the stairs of Mt. Pisgah. #PureMichigan
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
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By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.