As a member of our high-net-worth and ultra-high-net-worth practice, I specialize in providing holistic wealth management services to individuals and families. Many of my clients are business owners, executives, and retirees who have done a fantastic job accumulating and building their wealth. It’s my goal to help secure their wealth, plan for the future, and provide generational planning. I specialize in coordinating and implementing investment management, income tax, estate tax, as well as retirement and education planning for individuals and families.
Experience
I currently live in downtown Detroit. The resurgence of the city and prospects for the future make it an exciting time to be a Detroit resident.