A fan of high-touch client care and level-headed solutions, Calvin joined our growing client care team in early 2020 with experience in taxes, estate planning, account management, and trust administration. He was an ideal fit for our clients and our Grand Wealth Management team.
Having grown up in the Midwest, Calvin describes himself as practical and even-keeled. “I was attracted to the comprehensive approach Grand Wealth Management takes with its clients. There’s a local feel, but a high level of service that appeals to me.”
On any given day, you’ll find Calvin reviewing client portfolios to ensure they remain invested according to plan. He also provides planning and analysis support in client meetings, and keeps an eye on the big picture when analyzing the details.
Before joining Grand Wealth, Calvin was part of the wealth management group for a national financial services bank for seven years. There, he participated in its financial planning, estate planning, and trust administrative services.
Calvin’s passion for service goes beyond Grand Wealth Management as well. He enjoys volunteering with the United Way to prepare income tax returns for others in the Grand Rapids community each spring. In his free time, you’ll find him cooking with the bounty from the local farmer’s market, sailing Lake Michigan, or escaping to his favorite spots in northern Michigan.
- Master of Science, Taxation, Grand Valley State University
- Bachelor of Arts, Business Finance and Economics, Calvin College