As a Fiduciary, independent Financial Advisor, I perform two types of work: 1) financial planning and 2) managing investments. This work is done in an Advisor capacity only. We have no affiliations with any brokerage firms, sell no products, and accept no commissions.

Action Point Financial was founded with a simple approach: the client's best interest comes first. Always. To that end, our team works in a manner that is anti-commission, fee-only, low fee oriented, and fully transparent. We are committed to our firm credo: 'In God we trust, everyone else must bring data' or put differently ‘Math wins.’

My specializations:

  • I work with Business Owners & Executives on everything from sale guidance, exit planning and succession to concentrated stock, corporate cash, retirement plannig, and financial life management.

  • I work specifically with Technology company Leadership, including Founders and Management through my direct role as an Advisor on the Techvisory advisory board

  • As a result of my past work helping business owners sell, I developed a particular expertise in 'sudden money' situations such as inheritance, business sale, or legal settlement..

  • Currently, I manage the personal financial accounts for a large number of Attorneys

In addition to being a member of NAPFA, XY Planning Network, and the West Michigan Estate Planning Council, I have the honor of being rated a “5 Star Quality Advisor” by Paladin Research, the only SEC registered firm that vets, and validates Financial Advisors and firms for investors. Additionally, I serve (or have served) in boardship roles for the following organizations: TEDx (Grand Rapids), Gilda's LaughFest, Daddy Daughter Time, Indian Trails Camp and the Michigan Veteran Entrepreneur Lab (MVEL).

As a Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles:

  1. I will always put your best interests first

  2. I will avoid conflicts of interest

  3. I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional

  4. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

  5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts

Currently I work with clients across 22 states and several countries. Thankfully, I love love to travel and my wife and two daughters are always up for the adventure and often join me. Other items of note - I served in the U.S. Navy and am an avid frequent flyer mile collector. I love outdoor adventuring whether it is on skis, ice climbing, or a mountain bike. Lastly, I am an avid reader and shoot to read the # of books that I am years old each year.

My hope is that each of you can use prudent financial planning and Fiduciary investment management to live your best life!

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