Meet Your Financial Team in Byron Center, MI

Relationships First, Numbers Second

We believe financial advice works best when it’s built on trust, not pressure. That’s why we take the time to get to know every client — where you’re coming from, what you care about, and what kind of future you want to build. Then we craft a financial plan that reflects that, with steady support along the way.


We’re based in Byron Center and proudly serve clients across Grand Rapids, Kentwood, Wyoming, and the greater West Michigan region.

Our Approach

We act as your personal CFO — coordinating every part of your financial life so that it works together. You won’t get a templated plan or a one-time fix. Instead, you’ll get thoughtful advice that’s tailored to your life and updated regularly as things change.


We listen before we plan. And we explain things in plain English — so you’re always informed and in control.

Who We Work With

Most of the people we serve fall into one of three groups:

Retirees & pre-retirees who want to turn savings into sustainable income and make decisions about Social Security, Medicare, and estate planning.

Working professionals juggling family responsibilities, saving for college, managing 401(k)s, or planning for the next chapter.

Small business owners who need help separating business from personal finances and want a partner who understands the complexity.

If you’re not sure where you fit, that’s okay. We’ll meet you where you are and help you get where you want to go.

Local Values, Michigan Roots

We understand the needs of families and professionals in West Michigan because we live here too. From navigating retirement in a state with changing tax laws to planning for care costs as you age, our advice reflects the realities of living and working in Michigan.

Many of our clients work for local employers or run businesses here in Kent County. Whether you're in Byron Center, downtown Grand Rapids, or nearby neighborhoods like Cutlerville or Gaines Township, we're just a short drive away — and always available to talk things through.

In The Community

Our dedication to finance is closely linked to our involvement within the community.

Contact us

What Makes Us Different

Fiduciary-first mindset

Your best interest comes first, always.

Personal relationships

You’re not a number, and your plan isn’t one-size-fits-all.

Consistent follow-through

We don’t disappear after the first meeting. We stay involved and accessible throughout the year.

Clarity & transparency

We explain things simply and clearly, and we’re up front about costs and expectations.

Our Team

Our reasons for becoming financial professionals are deeply personal. 

We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Contact us
A man in a suit and glasses is sitting at a table with his hands folded
A man in a suit and tie is sitting at a table with his hands folded
A man in a suit is sitting at a desk in front of a framed picture with the number 59 on it
A woman is sitting at a table with her hands folded

The first meeting is just a conversation — no pressure, no obligation. Whether you want a full plan, a second opinion, or just a better understanding of your options, we’re here to help.

Let’s Start the Conversation