Heath brings a robust background in financial planning to his role as a Financial Planner. With years of experience at a leading financial planning firm, he has developed a comprehensive understanding of both the technical and relational aspects of the profession. Heath’s expertise spans from paraplanner to advisory roles, where he has refined his ability to craft detailed financial strategies and foster strong client relationships.

Heath’s approach to financial planning is centered on empowering clients to achieve their personal and professional goals. He believes that effective financial planning extends beyond asset management—it’s about building confidence and providing tailored advice that aligns with each client’s unique aspirations. His dedication to understanding and addressing individual needs ensures that clients receive customized solutions that promote long-term success and financial well-being.

Outside of work, Heath is an avid skier who enjoys the challenge of the slopes and the excitement of mastering new skills. He has a passion for working on and modifying cars, finding satisfaction in tweaking their performance and enhancing their speed. The intricate engineering behind high-performance vehicles fascinates him, and he relishes the hands-on experience of bringing out their full potential. Additionally, Heath values the joy and companionship provided by his dogs, which add a sense of balance to his daily routine.

Education:

Bachelors of Business Administration, Western Michigan University