Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.
My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards & Co.
As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.
I very much look forward to showing you what our client-first investment approach can mean for you and your family.
I began my career in 2008, after graduating from Michigan State University and later attending Western Michigan University. After 15 years in both the public and private sector, I joined Benjamin F. Edwards in 2022 with my office partner of 8 years, Kona Dominick. We enjoy partnering with serious long-term investors, while helping them define, track, and achieve their financial goals.
My wife Arryn and I were born in Michigan and have lived in the Grand Rapids area since 2008. We have been blessed with two little girls, Campbelle (8) and Lilly (6), who have quickly become our biggest hobby. As a family, we also enjoy traveling, swimming, and spending time outside. I also help coach my daughters in soccer and basketball and my wife and I are active in our local church, both serving regularly in a few different capacities.