#Roya invisor license#
#Roya invisor professional#
#Roya invisor series#

VantagePointe Financial Group is headquartered at 3333 Evergreen N.E., Suite 200 – Grand Rapids, MI 49525-61. Married to wife Christina, and father of 1 son and 1 daughterĪctive member of the Rotary Club of Grandville-JenisonĪttends the Grandville United Methodist Church

#Roya invisor series#

Licenses include Series 7, 24, 27, 53, 63, 65 and Life/Healthįormer Adjunct Faculty Member at Davenport University

#Roya invisor professional#

Graduate of Ferris State University with a Bachelor’s Degree in Business AdministrationĬompleted the Certificate Program in Financial Planning at Grand Valley State University Seidman School of BusinessĬompleted the CFP Professional Educational Program through the College for Financial PlanningĬareer in Financial Services began in 1987 *No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.įinancial Needs and Risk Analysis for Individuals, Families and Business OwnersĪsset Protection/Life Insurance Strategies In my leisure time I enjoy spending time with my family, traveling, watching sports, skiing, golfing and walking. I am an active member at Byron Center Christian Reformed Church. My wife Jennifer and I have four wonderful children and live in Byron Center, Michigan. In addition, I am currently working towards the Certified Financial Planner designation.

#Roya invisor license#

Currently, I hold the Series 7 and 63 Life Insurance license and Variable Insurance license. I graduated from Davenport University with a degree in accounting in 1996. I have years of experience in financial markets, beginning my career at RSC Advisors and working with clients since 1996. I have all the pertinent investment products and analytical tools at my disposal to help assure that you are properly diversified and invested.*Īn important aspect of a strong relationship is having a financial advisor with solid credentials. In this way, we will ensure a proper asset investment mix. As my client, we will meet on a regular basis to review the performance of your portfolio, discuss any changes in your financial circumstances, and make the appropriate adjustments to your investments. I strive to deliver a level of personal service that meets and often exceeds their expectations.īuilding a strong relationship with my clients requires regular and consistent contact. In order to help my clients reach their financial goals, I focus on building strong, long-term relationships based on communication and solid investment advice. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Reside in Spring Lake with wife Elizabeth and 3 young daughters Hannah, Amelia and GillianĬertified Financial Planner Board of Standards Inc. I want to help identify my client's needs and objectives and then suggest the appropriate strategies to help them meet their goals.Ĭhartered Advisor in Senior Living (CASL)īorn and raised in Grand Rapids, Michigan My mission is to build long term relationships with my clients.