As a trust officer with Plante Moran Trust, I work with high-net-worth individuals and their families to provide professional fiduciary guidance, trust administration, investment consulting, estate planning, and income tax planning.
Wealth Management
Experience
I grew up living in the suburbs of Chicago and attending traditional school during the spring and fall. We homeschooled during the winters as we spent our winters in Scottsdale, Ariz., for my dad’s work.