I am an independent investment advisor representative who specializes in helping people achieve their most important goals that are aligned with their most deeply held values. My motivation comes from the sense of satisfaction of helping people create a plan and then watching that plan unfold successfully because we really took the time to understand who they are and what they hope to achieve.
Growing up in a small rural town, Ithaca, Michigan, I spent much of my time on my grandparents' dairy farm. My grandparents had an advisor who would come to the farm and meet with them at the kitchen table, and I was allowed to sit in on a few of these meetings starting around age 12, which sparked my interest in investing and financial planning. I have always valued the sense of community and safety that small towns provide.
I have a passion for aviation and hold a private pilot license and working towards becoming instrument rated and obtaining my commercial pilot certificate. I also hold an FAA Airframe and Powerplant license. I am an avid outdoor enthusiast, I enjoy mountain biking, running, camping, hiking, motorcycling, and skiing. I love spending time with my family, especially exploring our National Parks. I have been married to my wife, LaDawn for 34 years, and we have two grown adult children who are successful and self-sufficient.
Throughout my life, I have been actively involved in my community, serving on the board of education for Ithaca Public Schools in the capacity of Board President and Secretary, and being a past member of Rotary International. I am also a member of the Financial Services Institute, Airplane Owners and Operators Association (AOPA), North American Trainer Association (NATA), and Cirrus Owners and Pilots Association (COPA).