Meet Our Team.
I joined Straight Path Wealth Management in 2020 and have the unique distinction of being both a CFP® and CPA. This allows me to approach my clients' wealth management needs from a unique and holistic perspective.
After graduating from Calvin University, I spent 5 years in public accounting at a national firm and another 5 years as CFO of a managed healthcare provider. Now, at Straight Path, I leverage my high-level experience and in-depth knowledge to provide innovative solutions to my clients' needs.
Currently, I live in Hudsonville, Michigan, with my wife and four children. I am an active board member at Jehovah Jireh Ministries of West Michigan food pantry and actively involved at Grace Community Church. In my free time, I enjoy spending quality time with my family, playing board games, mountain biking, and watching my kid's basketball and soccer games.
I am an Enrolled Agent, and I began working for Straight Path in 2019. I handle small business accounting, personal and business tax returns, and 1099’s for our full-service wealth management clients. I graduated from Davenport University, where I received a Bachelor’s degree in Accounting. As an Enrolled Agent, I am licensed to represent clients with tax-related issues in front of the IRS.
My favorite aspect of my job is to take away the burden of the day-to-day bookkeeping operations for small businesses, which results in business owners focusing on what they do best! I also enjoy providing training for business owners who utilize QuickBooks® for their accounting needs.
My husband Nathan and I live in Holland and have two young boys. Together, we love spending time in the U.P., seeing local bands play, and enjoying the outdoors.
I am the Managing Partner of Straight Path Wealth Management. I am proud to have earned both the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst certification. Additionally, I obtained my Bachelor’s degree in Finance from Grand Valley State University.
I currently serve on the Board of Directors for the CFP Board, the oversight body of over 93,000 Certified Financial Planners. It is an honor to have been elected as the youngest-ever Chair of the Board for 2024. Furthermore, I was recognized as a Top 40 Under 40 Advisor in the country in 2020.
I reside in Jenison with my wife, two daughters, and son. In the fall and winter, I thoroughly enjoy watching college football and basketball. During the summertime, I enjoy playing golf with a goal of golfing in all 50 states (although I still have a long way to go!).
Throughout my career, I have actively served on various non-profit boards, including a private school and Christian Mission Aid, an NGO that provides healthcare services in South Sudan and Kenya.
I have been with Straight Path Wealth since 2017, where I hold the position of Chief Operating Officer. In this role, I oversee various office activities and ensure smooth operations.
I completed my studies at Cornerstone University, majoring in Finance with a double minor in Management and Economics. With over nine years of experience in the financial industry, I have gained valuable expertise. Additionally, I am an Enrolled Agent (EA) and prepare tax returns for our wealth management clients. EAs are a federally-licensed tax practitioner with specialized knowledge in taxation.
I was born and raised in the West Michigan area and now live in Grandville with my husband Jordan, and our three boys. We cherish spending quality time with our loved ones and friends. During my leisure time, I find great joy in being outdoors, whether it's hiking, biking, running, or simply enjoying the beauty of Lake Michigan.
I joined Straight Path Wealth Management in 2021 as a Senior Wealth Advisor. I recently concluded a 33-year career at a local office furniture company, where I held various financial positions supporting product development, new business ventures, and dealer distribution. My most recent role involved leading their acquisition and alliance activities. Over the years, I've also worked with a variety of manufacturing companies across industries like pulp and paper, heating and cooling equipment, and technology equipment. I hold a Bachelor of Science in Chemistry and a Master of Business Administration, both from Western Michigan University, and I am currently in pursuit of my Certified Financial Planner (CFP) designation.
Active in our local community, I've taken on numerous leadership roles within my church, was elected to the Board of Education for a local school district, and served on the Board of Trustees for an elder care organization. My wife and I reside in West Olive and have a blended family of seven children and six grandchildren.
I joined Straight Path Wealth Management in September of 2023. Before joining the Straight Path Wealth Management team, I was able to invest my time and skills in raising my two boys, volunteering in the community, and running my photography business.
In my free time, I enjoy spending time with family and friends, reading, hiking, and cozying up next to a bonfire.
