2002
Cornerstone University – B.S. Business Management & Leadership
Certified Investment Management Analyst® Professional certification administered by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania
Certified Private Wealth Advisor® Candidate
Advanced Investment Strategist Certificate administered by Investments & Wealth Institute™
Innovation Through Education – California Institute of Technology
CapTrust Financial Advisors, Advisor / CEO, 2002 – Current
The Bank of Holland, Business Development Manager, 1999 – 2002
First Michigan Bank (FMB), Investment Advisor and Banking Office Manager, 1994 – 1999
Holland, Michigan
Inspired by the conviction that our love and compassion for others is enhanced by seeing the world from another’s context, our family has embraced traveling domestically and overseas. The enhanced worldview has been a gift, and one I hope we can continue to embrace for the rest of our lives!
In short, a combination of relationship and industry factors. An interest in finance and investment markets, paired with a deep desire to build relationships with others, gave me an opportunity to help people become the best versions of themselves and achieve their life calling.
I’ve been happily married to my high school sweetheart, Tamara, since 1995. Her ‘love language’ is acts of service, mine is decidedly not…this keeps life interesting. We have two sons, two daughters, a son-in-law, and as of 2021 our first grandchild! Family life for us is a profound cornerstone in our lives.
Spending time outdoors in creation is where you will most often find our family when not at the office or school. A few standout activities we’ve come to really enjoy include watersports, golf, tennis, pickleball, and skiing, snowboarding or snowshoeing in the winter months.
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 certification.
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By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.