As my clients’ personal CFO, I help them navigate their customized financial plans to move towards their short-term and long-term financial goals. I work with a dedicated team of advisors who provide holistic, unbiased financial guidance related to investments, retirement, multigenerational estate planning, charitable giving, and personal taxes. High-net-worth individuals and families frequently turn to me to provide comprehensive wealth management strategies that are tailored to their unique needs.
I am a member of our investment committee, where I help to provide high-level direction on the structure and implementation of our clients’ investment portfolios. In addition, I oversee the manager due diligence and selection process as chair of our research committee.
I received my M.B.A. from Wayne State University and my B.A. in finance from Michigan State University, graduating with distinction as a Financial Markets Institute Scholar. I’m currently on the executive committee of the Washtenaw Estate Planning Council, and I’m a member of the Certified Financial Planner Board of Standards and the Investments & Wealth Institute.
Outside of work, I enjoy spending time with my wife, Jessica, and caring for our daughters, Lennon and Kirby. We also like to travel, golf, and walk our dog, Archie.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client’s experience. Selection criteria will be provided upon request.
