Overview

I'm a younger CFP professional with several years of experience in the industry, split between insurance and now fee-only advice. I am located in a very professional building in Grand Rapids, MI, however, I am always open to meeting with clients at locations convenient for them. This approach tends to be especially helpful with many of my senior clients who don't always like to drive across town if they can avoid it. I am confident that I could help provide advice, guidance, and comfort to your clients through the rest of their retirement and lives. I have an excellent relationship with all of my clients and I hope I am able to meet with you and learn more about your practice and clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...