Experience: Joined NPF in 2018; 14 years as a security analyst and portfolio manager
Credentials: Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst (CDFA®) practitioner
Memberships: CFP Let’s make a plan, NAPFA, Fee Only Network, CFA Institute, CDFA
Education: BA in Economics from the University of Michigan
Community: Roles have included board member, officer, committee member, or volunteer of the Grandville-Walker Foundation, Kenowa AMBUCS, CFA West Michigan Society, IKUS Life Enrichment Services, St. John Vianney Finance Council, Family Business Alliance and Grand Angels
What are the values that drive you in your professional and personal life?
I connect most with the “Parable of the Talents” (Matthew, Chapter 25). I believe I have been extraordinarily fortunate to have been born in America, to a good family, with talents that are exceptionally useful at this time in history. I have a strong and supportive family, and I work at the leading firm in West Michigan, surrounded by talented people. Every day, I wonder whether I have done all I can to make use of these blessings in a way that would please the One who gave them to me.
One word to describe you?
Where do you call home?
I grew up in the small town of Hopkins (between Grand Rapids and Kalamazoo) –a great way to start my life, and a great foundation to keep me grounded. Now I’m a city slicker, living in the bustling suburb of Wyoming.
Favorite place in Grand Rapids?
The second-floor balcony overlooking the ballroom of the Pantlind Hotel.
The type you’d expect to hear while getting your teeth cleaned at the dentist’s office. I love going to the dentist, and have created a playlist with hundreds of songs on it that remind me of going to the dentist’s office – a bedrock of 80’s adult contemporary, spiced up with some soul and R&B from the 70’s, 80’s, and 90’s.
What do you do for fun?
I am a dedicated nerd and enjoy learning as much as I can about as many things as I can. Most recently, I have been studying foreign languages, calculus, and woodworking. I’ve also been known to change my own oil and disc brakes on my minivan.