Financial Advisor at Vantagepointe Financial Group
Greater Grand Rapids, Michigan Area
Financial Advisor at Vantagepointe Financial Group
Greater Grand Rapids, Michigan Area
I'm a Financial Advisor who helps individuals, families, and businesses acquire, maintain, and protect their wealth in a tax advantaged manner.
I'm interested in meeting others to help other people out in their business and personal lives, build relationships, and make new friends.
Insurance:
Long Term Care Insurance
Life Insurance
Disability Insurance
Health Insurance
Group Insurance
Investments:
Stocks, Bonds, Options
Real Estate Investment Trusts
College Savings Plans
Unit Investment Trusts
Limited Partnerships
Annuities - Variable & Fixed
Certificates of Deposit
Mutual Funds
Fixed & Variable Annuities
403(b)/401k/457/IRA/Roth IRA
Pensions
Bachelors in Business Administration , Finance; Management , 1998 — 2002
I am also interested in meeting anyone interested in the advancement of Grand Rapids and Grand Valley State.
Investing, Networking, Strategic Planning, Community Outreach/Advancement
GVSU Alumni Association - Treasurer/Secretary, GVSU Young Alumni Council - Board Member, Grand Rapids Young Professionals (GRYP)
Rookie of the Year 2002; New Fast Start Agent of the Year 2003