2015
Calvin University – Bachelor’s degree
University of Michigan, Stephen M. Ross School of Business – Master of Business Administration (MBA), Graduation with Distinction
CERTIFIED FINANCIAL PLANNER™ Professional
CapTrust, Advisor, 2015 – Present
SET Environmental, Account Manager, 2012 – 2014
Same Day Delivery, Operations Associate, 2011 – 2012
Favorite Places I’ve Been:
It was not until after college that I began to understand the value of finance. Making wise decisions with money matters to everyone – businesses, families, schools and churches. Understanding its importance led me on a journey of reading and discovery which has fascinated and challenged me ever since. I enjoy the process of learning and in finance have found a field where the learning never has to stop.
I have been happily married for over 10 years to my wonderful wife, Kaitlin. We have two children, Boaz (Bo) and Charlotte (Charlie) – they are loads of fun and we are grateful for the journey we are on together as a family.
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.
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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.