What do we offer?
Looking for a trusted, local business?
Fee-only signifies that your advisor is a fiduciary and does not receive commissions or additional revenue from product providers.
While acting as a fiduciary, your advisor must disregard other influences and act only in your best economic interest.
This eliminates any conflict of interest and bias when allocating assets.
It is never too early or too late to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to work towards them.
09:00 am – 02:30 pm
Monday: 11am - 4:30pm
Tuesday - Friday: 9am - 4:30pm
5075 Cascade Road SE
Grand Rapids, MI 49546
616-719-5001 - Office
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” ~ 1 Peter 4:10
I started my career in 2000 and helped form Strategies Financial Group in 2004. In 2021, I founded Pathlight Investment Advisors as a way to continue growing in my independent career while being able to offer my clients top of the line service and options.
My years of financial experience have allowed me to counsel individuals, families, and business owners in several areas of financial and retirement planning, along with estate and business transition planning and wealth management. In addition, I work with numerous businesses in the West Michigan area helping with all ranges of employee benefits. My favorite area is working with company's retirement plans - from start-ups to firms with 1,000+ employees.
As a graduate of Western Michigan University with a Bachelor of Science degree in Finance and Statistics, I enjoy spending time with my family. My wife Susie and I are blessed with four sons. I also enjoy being involved in the community.
From 2009-2015, I actively participated in the Leukemia & Lymphoma Society’s Team In Training® program on an annual basis, by participating in endurance sport events including triathlons and marathons while raising funds and awareness for blood cancer.
In 2016, my family founded The DREAM TEAM, a team of volunteers that participate in endurance events while raising funds and awareness for The Make-A-Wish Foundation. I continue to be very passionate about raising funds for Make-A-Wish of Michigan and giving back to this amazing organization. Please come join me and the Dream Team on our next event! You can find out more at: www.dreamteammaw.org .
~ Create an accumulation plan of where you are currently and what your retirement path looks like. Help identify any obstacles in your path and put a plan in place.
~ Create an income plan during retirement to properly plan how to best use your retirement assets.
Exchange Traded Funds
401(k), 403(b), 457
SEP, IRA, ROTH IRA
529 College Savings
Life Insurance (Personal and Business)
Health Insurance (Personal and Business)
We may work with several of our client’s trusted professionals to assist in planning and advisory services, not limited to:
Pathlight Investment Advisors offers Advisory Services through International Assets Investment Management, LLC (“IAIM”), a SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training.
Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
Copyright © 2022 Pathlight Investment Advisors - All Rights Reserved.