A transplant from Wisconsin, I moved to Grand Rapids at 18 to attend Calvin College. Several years later, my high school sweetheart Dawn and I got married, fell in love with West Michigan, and decided to settle here. Today we reside in Ada, and are blessed with four incredible children.
I currently am an amateur golf, tennis, and fitness enthusiast. I’m not sure which sport I would play professionally when I grow up, but for now it’s been suggested I stick with my day job.
I strive to live my life in such a way that honors God in all that I do. I love my job, and I love the investment business. I really enjoy developing long-term, meaningful relationships with clients. Their stories, their dreams are very inspiring to me, and am so grateful for their trust and friendships.
B.A. Degree, Calvin College
M.B.A. Degree, Grand Valley State University
Began career as an financial advisor
Earned the Certified Investment Management Consultant Designation
Earned the Certified Investment Management Analyst® Designation
Became an Accredited Investment Fiduciary® (AIF®)
Transitioned my practice to Raymond James
Blueway Financial Partners named PlanAdvisor Top Plan 100 Retirement Plan Advisors*
Earned IMCA®'s Certified Applied Behavioral Finance Certificate.
Obtained CPFA Designation (Certified Plan Fiduciary Advisor)
Earned the Endowments & Foundations Consulting Certification
*The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A sub-segment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client’s experience, and is not an endorsement, and is not indicative of advisor’s future performance. Raymond James is not affiliated with the Financial Times.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.