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filler@godaddy.com
My passion is being a sounding board for investors so they can enjoy a work optional lifestyle with clarity and confidence. I've found that, over nearly two decades in this business, better informed investors tend to make better financial decisions.
I started Clearview Capital, an independent investment advisory firm in West Michigan, to serve clients with a highly personalized financial planning approach that solves their most pressing concerns - including Social Security strategies, tax planning, and managing market volatility during their distribution years.
Outside of work most of my time is spent watching my kids' numerous sporting events. You might also find me on the pickleball courts, golf course, campground or helping the youth at my local church Cadets program.
I reside in Zeeland, Michigan with my wife, Deb, and our four energetic kids.
I started investing in 2005 and have been a financial advisor since 2007. I've seen many sides of the financial industry, including large national firms, insurance, the institutional business, but have a preference for the independent investment advisory firm. Along the way I've obtained a couple of the most respected (and difficult) designations in our industry - the Certified Financial Planner certification and the Chartered Financial Analyst designation. As a fiduciary, continuing education that benefits my clients is a priority.
Every investor wonders about this. Not everyone always asks. I've structured my business in such a way that the advisory fees are less than 1% for all of my clients. My preference is transparency and value. You shouldn't have to wonder how your advisor gets paid.
Clearview Capital is a registered investment adviser firm. I am independent, not beholden to product companies, which mitigates certain conflicts of interest. Leaning on my background in institutional asset management, I generally manage my clients' assets in-house, using low-cost index ETFs (exchange-traded funds).
Due to the high-touch, customized approach that is offered I generally work with people who meet the following two criteria:
We love our clients and are happy to meet in person, online or by phone.
12930 James St, Suite 210, Holland, Michigan 49424
Open today | 09:00 am – 05:00 pm |
Copyright © 2024 Clearview Capital - All Rights Reserved.
Investment Advisory Services are offered through Clearview Capital, a registered investment advisor in the state of Michigan.