2008
Cedarville University – B.A. Business Accounting/Finance
CERTIFIED FINANCIAL PLANNER™ Professional
CapTrust, Advisor, 2008 – Present
Zeeland, Michigan
Where I’ve Been:
My first experience with investments was for an algebra project. We were assigned to research, select, track, and ‘trade’ stocks. Though my middle school math class portfolio was completely (and thankfully) artificial, I was fascinated. Ultimately, my studies and degree in business accounting proved less interesting to me and the concept of investments and working more directly with relationships was a more life-giving prospect. Financial advising perfectly connects my understanding and interest for the technical matters of finance with the regular opportunity to interact with people to form meaningful relationships.
Married to my beautiful wife Sarah who’s an absolute rock-star mom to our 1 year old son Decker… and maybe more? I’ll keep you updated. Decker is in love with our Pomeranian, Emmie; the feelings are not mutual.
Golf in the summer, Snowboarding in the winter, Desperately trying to maintain fitness year round.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
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.