"I've seen firsthand the complexities advisors face in making the right decisions for their business, their clients and their teams. It’s never easy, but they deserve a trusted partner to provide honest, unbiased advice, who ensures every decision is made with clarity, confidence, and a long-term perspective."

 I founded Antrim Bay to provide strategic guidance and support to advisors and firms navigating critical business decisions. With decades of experience in the wealth management industry, I have sat on both sides of the table in numerous transactions and understand the complexity and challenges that come with these pivotal moments. I have seen firsthand how overwhelming the decision-making process can be for advisors and leadership teams.

Whether considering a sale, acquisition, or merger, these decisions are not only financially significant but also deeply personal. Advisors must feel confident that they have the comprehensive information and strategic insight necessary to make informed choices, not just for their own benefit, but also for their clients and employees. At Antrim Bay, I take a highly customized approach, tailoring my advice and solutions to meet the unique needs of each client, ensuring the best possible outcomes.

Based in Grand Rapids, Michigan, I am fortunate to spend my time outside of work with my wife and our three children. When not advising clients, you’ll likely find me coaching my kids’ teams, enjoying a round of golf, fishing, or simply spending time outdoors with my family.

I attended the University of Kansas, where I received a Bachelor of Science in Business Administration & Accounting with a concentration in Economics.  I hold a series 6, 7, 63 and 65.