Brian truly believes that all good things start with a plan. That’s why he works closely with clients to help them walk through their individual values, needs and goals, and plot out a solid financial map. He enjoys building lasting relationships and the opportunity to work with clients for years to come.
Some of Brian’s strongest attributes are education, communication, work ethic and follow through. He specializes in analyzing a client’s current financial position, then helping them implement strategies that strive to increase the likelihood of success. Many of his clients are pre-retirees and retirees in both the accumulation and distribution phases of life.
Education & Experience
Brian joined the financial services industry in 2009 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2014. He holds a bachelor’s degree in finance from Grand Valley State University.
Family & Fun
Brian and his wife, Paige, have three young boys – Conner, Porter and Sawyer – and live in Jenison. There’s rarely a dull moment at home! Faith is a vital part of their household, and their family is active in Cottonwood Church. In his spare time, Brian likes being with family and friends, and getting into the great outdoors by camping, running, hunting and golfing.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”