As president of Plante Moran Insurance Agency, I’m known for helping ultra-high-net-worth and family office clients develop and implement financial planning strategies to maximize the leverage of wealth to the next generation as while also addressing the liquidity needs in a crisis plan for both the family and succession of any business interests. With over 20 years of experience, I specialize in estate planning, business succession strategies, and complex life insurance planning by partnering with numerous advisors over many disciplines to bring a cohesive solution to the client’s issues.
PMIA was created to provide expert life, long-term care, and disability insurance guidance for our clients. In an industry that’s often fraught with misunderstandings, our emphasis on reliable advice sets us apart. My clients trust that I’ll boil complex strategies into easy-to-understand solutions.
Because of my expertise in the insurance industry, I have been asked to be the main speaker at various events and have authored multiple thought leadership pieces and white papers. I have been a featured speaker at Estate Planning Council meetings in both Illinois and Michigan, as well as being one of the featured speakers at an insurance carrier’s annual conference in 2019. I earned a B.S.B. in finance from the Carlson School of Management at the University of Minnesota.
When I’m not working with clients, I can be found working on cars or various home projects. I also enjoy traveling and spending time with my family.
Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.
FINRA: http://www.finra.org/
SIPC: http://www.sipc.org/
