Experience: Joined NPF in 2018; 14 years as a security analyst and portfolio manager
Credentials: Chartered Financial Analyst® charterholder, CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst (CDFA®) practitioner. Registered Representative of Paralel Distributors LLC.
Memberships: CFP Let’s make a plan, CFA Institute, CDFA
Education: BA in Economics from the University of Michigan
Community: Roles have included board member, officer, committee member, or volunteer of the Grandville-Walker Foundation, Kenowa AMBUCS, CFA West Michigan Society, IKUS Life Enrichment Services, St. John Vianney Finance Council, Family Business Alliance, Grand Angels and Grand Rapids Rotary
