Financial Advisor, CFP®
- Investment and Portfolio Allocation
- Multi-Generational Wealth Transfer
- Risk Management
At The Wiser Financial Group, I serve as one of Wiser's Financial Advisors, while continuing to provide assistance on the Wiser Investment Research Team. Since 2014, I had the highly coveted opportunity to work at Wiser as their Investment Research and Systems Analyst.
As one of the largest and most reputable financial advisory firms in Southwest Michigan, The Wiser Financial Group provided me with the unique opportunity to train with the Wiser Financial Partners of how to implement individualize financial plans, unique to this firm and the financial industry. Between understanding highly detailed investment research, and the hands-on experience of working with our financial systems on the backend side, my clients benefit from my enthusiasm for understanding how the smallest financial details can make the biggest difference for them in the long run.
When I am not at the office, I am spending time with man's best friend, my Doberman, Kaiser. On a good day, you can find me outside; camping, hunting, golfing, tailgating - anything outdoors! Including, wrapping up house projects on my fixer-upper home that I purchased a few years ago!