Experience: Joined NPF in 2023; prior roles include Wealth Advisor at Sytsma Wealth Strategies, Account Executive at Marsh McLennan Agency, and Participant Services Coordinator at Greenleaf Trust.
Credentials: Certified Plan Fiduciary Advisor (CPFA®), General Securities Representative (Series 7), Investment Advisor Representative (Series 66)
Memberships: NAPA CPFA®, FINRA, and NASAA
Education: BA of Economics from Aquinas College.
Community: Board Member/Trustee/Finance Committee Member, West Michigan Environmental Action Council. Board Member/Finance Committee Member, Catholic Charities of West Michigan
What was your journey to the investment world and NPF specifically?
I began my career educating employees on their retirement plans and financial wellness. I found this work rewarding, but I grew an appetite for more complicated wealth management problems. I spent the next few years helping private wealth clients with their personal assets and business owners through the sale and transition to retirement.
What are the values that drive you in your professional and personal life?
Being a man for mankind has been a cornerstone of my upbringing. Service to others is how I find meaning. Whether that’s taking care of client relationships, helping friends and family out, or serving my community through non-profit organizations, it is my opinion that life is meant to be lived through others.
What is your favorite (place/restaurant/venue/etc.) in Grand Rapids/West Michigan?
Harbor Springs / Petoskey Michigan hold a lot of found memories for me.
What is your favorite book…movie…band…podcast…sport (entertainment and/or business)?
I am a big Detroit Lions fan… which I believe is an oxymoron? I’ll be watching every Sunday, unless they win one weekend when I wasn’t watching, in which case I won’t watch any of their games in fear of jinxing it.
What do you enjoy doing in your free time?
Believe it or not, home improvement is something of an addiction of mine. If you ever need to find something at Lowe’s or Home Depot here in town, I could probably tell you what aisle it’s in from memory.
What is your most unique or fulfilling achievement outside of work?
I jumped out of an airplane (voluntarily) and managed to walk away unscathed. In comparison to other moments in life that cause anxiety, I haven’t found anything as torturing than that 15 minute flight up to the drop zone knowing that there is only one way down.