Goshen, IN
Your Life... Your Way. Plan It. Live It.
I have spent over a decade working as a financial advisor with Equitable Advisors, specifically as a part of the Retirement Benefits Group. A large portion of my practice has been spent helping public educators with all aspects of financial education and retirement planning. Considering that, I have placed great emphasis on quality teaching and simplifying financial concepts for my clients. My goal is that clients walk away from meetings feeling a sense of understanding, empowerment, and clear direction over their financial picture and desires.
In 2021, after several years of working out of Kalamazoo, MI and remotely, I opened a physical office with two of my colleagues in Goshen, Indiana. This has allowed us to drastically increase our ability to best serve our growing client base within Northern Indiana as well as continue serving our existing clients all over the country.
I received my bachelor’s degree from Bethel College and associate degree from Southwestern Michigan College. I am also licensed as an Investment Advisor Representative.
In my spare time, you will often find me active with my wife and kids, hanging with the Relevant Church community, or coaching soccer. Living out my faith and creating quality family memories are of great importance. I enjoy traveling, am an avid sailor, and love being outdoors and on the water.
As an Equitable Advisors Financial Professional, I am dedicated to a holistic approach to helping my clients build secure financial futures. I have the resources and knowledge to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate platforms to help you work toward your objectives. Through Equitable Advisors and its affiliates, I can offer a broad range of financial products and services.
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