As an ultra-high-net-worth financial advisor, I provide holistic and personalized solutions to help my clients achieve their life goals. I specialize in providing advice pertaining to investments and portfolio management; risk mitigation and insurance; estate planning and trust services; tax planning and optimization; philanthropy and charitable giving; family office and governance; and business succession planning.
The majority of my clients are multigenerational and ultra-high-net-worth families with sophisticated investments and complex financial planning needs and goals. They appreciate that I’m an active listener who’s attuned to their needs, goals, objectives, and concerns and that I communicate in a technical, succinct, and organized manner.
I belong to the Certified Financial Planner Board of Standards Inc., the Certified Financial Analyst Institute, and the Certified Financial Analyst Society of Detroit. I earned my B.A. in finance from Michigan State University.
When I’m not at the office, I enjoy spending time with family and friends. I’m a lifelong learner and love discovering new things as well as reading.