Experience

NPF Investment Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Associate Investment Advisor

  • May 2023 - Present

  Grand Rapids, Michigan, United States



LPL Financial

• Financial Services

• LPL Financial Advisor at MaxWealth Management, located at Lake Michigan Credit Union

  • Nov 2020 - May 2023

  Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth… Show more Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Lake Michigan Credit Union and MaxWealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MaxWealth Management, and may also be employees of Lake Michigan Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Michigan Credit Union or MaxWealth Management. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness For a list of states in which I am/we are registered to do business, please visit LMCU.ORG/MaxWealth Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Oct 2016 - Aug 2020

  Grand Rapids, Michigan

• Financial Representative II

  • Jun 2016 - Oct 2016

  Grand Rapids, Michigan



Principal Financial Group

• United States
• Financial Services

• Financial Advisor

  • Dec 2015 - May 2016

  3196 Kraft Avenue SE Grand Rapids, Michigan 49512



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor Program

  • May 2015 - Nov 2015

  Greater Grand Rapids, Michigan Area



Grand Rapids Building Services

• Quality Assurance Representative

  • Jan 2015 - Sep 2015

  1200 Front Street NE Grand Rapids, Michigan


Lake Michigan Credit Union
• Accounting
• Secondary Marketing Intern

  • Jun 2014 - Aug 2014