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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.

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