We are a dedicated team of financial professionals based in Grand Rapids, Michigan, committed to helping individuals, families, and business owners navigate their financial journeys with confidence and clarity.

As part of Baird Private Wealth Management, we bring together decades of experience, deep industry knowledge, and a personalized approach to financial planning. Our team includes a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a QUALIFIED PLAN FINANCIAL CONSULTANT (QPFC), ensuring that we offer specialized expertise in both comprehensive financial planning and retirement plan consulting.

We are passionate about building long-term relationships rooted in trust, transparency, and a shared commitment to your financial success. Whether you're planning for retirement, managing a business, or building generational wealth, we provide tailored strategies designed to align with your goals and values. We take pride in being accessible, responsive, and proactive—always putting your best interests first.