Skip to Content

Experience

As the leader of the firm’s wealth management practice in Southwest Michigan, I serve the personal financial planning needs of high-net-worth individuals and families in an independent, objective, and holistic manner. My clients achieve financial peace of mind through the careful identification, planning for, and pursuit of their personal financial goals.

In the nearly 20 years I’ve been with the firm, my greatest accomplishments include facilitating the promotions of members of my team, building deep relationships with my clients, and creating opportunities for others by attracting new clients to the firm.

I’m a previous recipient of West Michigan’s “40 Under 40.” I received my B.S. at Purdue University and my M.B.A. from Loyola University Chicago.

Outside of work, I like to spend time with my family. My hobbies include traveling, marathon running, and skiing.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Specializes In

I’ve successfully completed 15 marathons. Running in all those races has taught me discipline, persistence, and time management skills.

You might also like…

Being a capable investor is easier than you think
Ray Celaya Wealth Management
Article June 17, 2019 6 min read
Retail sales bounce back strongly in May
Jim Baird Wealth Management
Blog June 14, 2019 1 min read
Job creation stalled in May; unemployment holds steady at 3.6%
Jim Baird Wealth Management
Blog June 7, 2019 1 min read