I love the crossroads of problem-solving, financial planning, and helping people. Originally from Oostburg, Wisconsin, I graduated from Dordt University with degrees in Accounting and Business Finance. Best of all, I met my wife, Sarah, while running cross country in college, and we enjoy watching our daughter, Elsie, start to run with us. Fun fact, I’ve been running 1,300+ days in a row, and counting…
I spent the first six years of my career learning from two highly experienced and competent financial planners on how to deliver high quality financial advice. At the same time, I earned my CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst (CFA®) charter.
I enjoy discussing how the technical aspects of financial planning can impact and benefit the personal side of life. Hunter and I hope to serve you with our holistic approach to financial planning: retirement, investments, risk mitigation, estate strategies, cash management and more. We look forward to serving you!