I have been a financial advisor with Edward Jones since 2003. To better serve my clients, I earned the CFP® and AAMS™ professional designations.Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to get to know my clients on a personal level and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I monitor them closely, informing clients of any developments and addressing any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies of wealth transfer. Many of my clients are also small-business owners with whom I create strategies for business succession, asset growth and tax reduction.I love helping my clients achieve their goals and live the financial lives they have imagined. I relish the challenge and excitement of creating individual strategies for each client's unique needs and objectives.Outside my role with Edward Jones, I serve my community as a member of the Muskegon Downtown Development Authority and a member and past president of the Muskegon Rotary Club. In my free time, I enjoy racing sailboats, camping, coaching my children's tennis team and spending time with my wife and three young children.