Purpose
David provides custom investment strategies built on each client’s unique circumstances, risk tolerance, and goals.

Background and experience
For over two decades David has helped clients gain clarity around their personal finances, especially throughout major shifts in the market. He specializes in assisting clients through critical life transitions such as retirement, divorce and widowhood.

David has also earned the CERTIFIED FINANCIAL PLANNER^_TM, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). This designation requires completing approved educational programs, passing rigorous examinations and meeting stringent experience requirements.
 
Away from the office
When not at work, David enjoys spending time with his family, running, swimming, hiking, biking, and playing the drums in the BIG OWIE Band. He is married to Katy, a Professor of Music at Grand Valley State University and they have two children.

David formerly served on the board of the East Grand Rapids Friends of the Library and the Albert Baker Fund in San Francisco, CA.

Purpose
John provides clarity, confidence & organization as he helps each one of his clients plan for a financial future in a way that best meets his or her goals.
 
Background and experience
With over 18 years of experience as a financial advisor, I am dedicated to helping my clients meet their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education or looking to grow and/or preserve your wealth, I can help.

I earned my undergraduate in business from Calvin University in Grand Rapids, MI and hold the FINRA Series 7 and 66 registrations and Chartered Retirement Planning Counselor (CRPC®) and am a PIM® Portfolio Manager.

Away from the office
My wife, Heidi, and I live in Grand Rapids, MI with our sons, Leland, Oliver and Miles. We enjoy hiking, boating, and traveling together in our leisure time.

I currently am on the Foundation Board at Wedgwood Christian Services and have been proud to serve on boards for the Calvin University Alumni Association in the past.

I am currently accepting new clients and appreciate your referrals.

Cara brings over 20 years of industry experience to Wells Fargo Advisors. Cara is dedicated to assisting clients and supporting the needs of the team. Her valuable experience provides each client the unique service they deserve. 

Cara attended Grand Rapids Community College where she studied accounting.   

Outside of the office, Cara enjoys spending time with her family and friends, working in her yard, and the occasional hockey game.