About My Practice
Advanced Asset Management, LLC is an independent, fee-only financial planning and investment firm based in Grand Rapids, MI.
My mission is to help clients plan for their goals, manage their resources and maximize their financial potential.
1992 - 1997 - Financial planner and paraplanner, American Express Financial Advisors
1997 - 2003 - Financial planner and paraplanner, Advanced Asset Management, LLC
2003-present - Managing Member, Financial Advisor, Chief Compliance Officer, Advanced Asset Management, LLC
2000 - present - Certified Financial Planner (TM) Practitioner
2000 - present - Member, Financial Planning Association
2009 - present - Member, NAPFA(R) National Assoc of Personal Financial Advisors
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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