Money isn't the most important thing, but it affects the things that are important. Many of my clients are professionals or business owners who want to plan well to live well. They find it valuable to delegate the management of their financial lives. As a Certified Financial Planner, I take a holistic, evidence-based approach to financial planning and investment management. I ensure that every aspect of my clients' financial plans - from investments to retirement, taxes, charitable, and estate planning - aligns with what is uniquely important to them. Over my 20-year career, I've made significant contributions to the field of financial planning. My work has been published in the Journal of Financial Planning, and I've had the honor of speaking at national conferences. You might have even come across some of my insights in various publications. I hold an MBA from the University of Virginia, Darden School of Business, and bachelor's degrees in economics and aerospace engineering from the University of Michigan. These educational milestones reflect my commitment to excellence and continuous growth.Beyond the numbers, I'm involved in my community. Serving on the boards of the Grand Rapids Symphony and the Epsilon Education Endowment, as well as being an active member of the Rotary Club of Grand Rapids, allows me to give back and make a positive impact.