Hi. đź‘‹
I’m Noah.
Location
- Grand Rapids, Michigan
Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Enrolled Agent (EA)
Professional Experiences
I’m a CFP professional and IRS appointed Enrolled Agent who helps professionals with complex financial lives build durable, tax‑efficient wealth. Before starting with On Point, I cut my teeth at a boutique wealth management firm specializing in advanced tax and financial planning for senior Fortune 500 employees—coordinating equity compensation, multi‑state tax issues, and executive benefits.
That experience shapes my fiduciary approach today: I help my clients focus on retirement income planning, tax‑aware investing, and a coordinated strategy that aligns investments, cash flow, and estate considerations. Clients come to me for clear guidance, proactive tax planning, and a disciplined process that turns complexity into a simple, actionable plan—so they can make confident decisions and stay on track through changing markets and life transitions.
Personal Experiences
I grew up in a small town in Southwest Michigan, where I learned the value of hard work, stewardship, and keeping your word. Outside the office, I recharge by hunting with my bird dogs, watching the Detroit Lions, fishing, and—most importantly—spending time with my family. Those roots and routines keep me grounded and shape my approach to advising: listen first, simplify the path, and help people use money as a tool to live life deliberately.Â