Hi, I'm Brian! I've been fortunate to guide clients through life's big moments since beginning my career in financial services in 1999. Over the past two decades, it’s been incredibly rewarding to build long-term relationships and see the plans we’ve developed together help families pursue their goals and dreams. Whether it’s navigating an inheritance, planning for retirement, funding education, or adjusting to unexpected life changes, my goal is always to provide thoughtful, personalized financial guidance that aims to grow, and preserve wealth.
Guiding Clients Through Life’s Milestones
My journey began with a degree in Business Marketing from Cornerstone University, and I’ve continued to deepen my expertise by earning the Chartered Financial Consultant® (ChFC®) and Accredited Estate Planner® (AEP®) designations. Staying active in professional organizations like the National Association of Insurance and Financial Advisors and the West Michigan Estate Planning Council keeps me learning, inspired, and connected to others in the field. I also enjoy giving back by mentoring students in Cornerstone University’s financial program—sharing what I’ve learned and helping develop the next generation of financial professionals.
Life in West Michigan is always full and fulfilling. My wife, Chrissy, and I are raising three amazing kids who keep us on our toes. Our oldest, Ashland, is a senior at Calvin University studying pre-veterinary medicine and playing rugby. Adeline is a freshman at Grand Rapids Community College, and Malachi, a junior at Grand Rapids Christian, balances football and golf. As a family, we love spending time outdoors—on the boat, the golf course, or exploring new places. With our kids growing up fast, Chrissy and I are beginning to embrace the idea of life as future empty nesters.
I strive to support clients through every life transition with confidence and clarity. If you'd like to discuss your financial goals or simply connect, feel free to reach out by phone, email, or through our website—I'd be happy to help.