Wealth Management Advisor - Grand Rapids
Backed by nearly 15 years of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I help our clients achieve financial goals, such as saving for and living comfortably in retirement, building education savings, and more. I enjoy trying to place myself in a client's shoes to calculate and strategize the best way for that client to achieve their financial goals. TIAA gives me the ability to go beyond the investment discussion and really focus more on overall solutions to provide personal goals planning. My areas of focus include working on and providing income and retirement strategies. I was a dual-major and received bachelor’s degrees in mathematics and economics from the University of Michigan. During my time there, I was a member of the Men’s Rowing Team. I currently reside in Ada, MI, with my wife, Lauryn, and our two daughters, Quinn and Aubrey. In our free time, we enjoy exploring the different lakes and their surrounding areas of Michigan, as well as barbecuing with friends and family.