As a partner in our wealth management group, my passion is helping successful families grow, manage, and protect the wealth they’ve worked so hard to create. I act as a personal CFO for my clients, specializing in all aspects of their investment portfolios, income/estate tax planning, multigenerational wealth transfer techniques, life insurance planning, and retirement planning. I’m known for providing holistic financial guidance that aligns with my clients’ unique and individual needs by delivering comprehensive wealth management strategies to optimize their investments and personal balance sheets.
The core of this work is forming strong relationships with individuals and their families. Clients count on me to listen to and understand their most important concerns in order to formulate ideas toward achieving their unique financial goals. Having these close relationships allows me to provide candid observations and recommendations, even when difficult — an attribute my clients have said they appreciate.
Over my 15+ years of experience, I have found satisfaction in helping my clients navigate one of the most important parts of their lives — achieving long-term financial independence for their families. I’ve also had the privilege of mentoring new staff and providing them the same opportunities that I was afforded by Plante Moran early on in my career.
I’m affiliated with the Certified Financial Planner Board of Standards and the Investments and Wealth Institute. I received my B.A. in finance from Michigan State University.
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.
