About Asa

   
I was born in Kalamazoo, Michigan and raised in the small town of Hamilton, MI. Shortly after graduating from Hamilton High School I began my curriculum at Grand Valley State University in Allendale, Michigan. I completed by BBA from GVSU in 2002 with a double major in Finance & Management.


From October 2005 to October 2011 I served on the GVSU Alumni Association on the Executive Board and as Chair of the Community Outreach Committee. One of the projects that I helped to implement was Community Outreach Week (COW), a one of a kind week of service dedicated to uniting GVSU grads in helping to better their communities throughout the world. I believe in helping to make your community a better place, and besides Grand Valley I have volunteered with a number of other organizations. In 2012 Grand Valley was kind to honor me with an award: 2012 Grand Valley State University Alumni Service Awardee

Considerations that may meet your needs in an advisor:

  • Experience with longevity - I've been in the financial planning business over 14 years and, God willing, plan on continuing to help people for the next 30+ years.

  • My background is in finance, having obtained a bachelors degree in Finance from Grand Valley State University.

  • Am a CFP®  - a CERTIFIED FINANCIAL PLANNERTM professional

  • Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) Registrations.

  • We are not a captive company where we only sell our company's products. We have the ability to go to the marketplace and find solutions for your situation.

  • Licensed to sell insurance including life insurance, disability income insurance, and long-term care insurance.
  • This means I can help you with your insurance planning - not maybe the most exciting part of your financial strategy, but valuable nonetheless. 

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