Estate and Gift Taxation • Tax Research • High Net Worth Individuals • Microsoft Excel • Financial Projection • Partnership Taxation • Budgets • Business Planning • Non Profits • Teamwork • Microsoft Word • Social Media
Interests
Family and Friends • Cooking • Economics • Hiking • Playing Sports and Exercising
Grand Wealth Management
Associate Advisor and Portfolio Analyst
Mirador Family Wealth Advisors
Client Services Associate
Van Andel Institute May 2011 - Dec 2012
Business Planning Intern
College Corn Jul 2007 - Aug 2010
Owner and Manager
Education:
Grand Valley State University 2014 - 2017
Master of Science, Masters
Calvin University 2009 - 2013
Bachelors, Bachelor of Arts, Economics, Business Finance
Skills:
Estate and Gift Taxation Tax Research High Net Worth Individuals Microsoft Excel Financial Projection Partnership Taxation Budgets Business Planning Non Profits Teamwork Microsoft Word Social Media
Interests:
Family and Friends Cooking Economics Hiking Playing Sports and Exercising