As a relationship manager with Plante Moran Financial Advisors, I primarily consult with organizations on their defined benefit and defined contribution plans. My areas of expertise include investment menu design, participant education, investment policy statements, performance monitoring, and fee benchmarking. With a background in plan recordkeeping, consulting, and investment consulting, I have a deep expertise in the many ways clients can meet their retirement plan goals.
In the more than 20 years I’ve been with Plante Moran, I view my greatest accomplishment as helping various team members achieve their career goals, knowing I played a key role in their development. Another area of accomplishment for me is working closely with clients to help their participants meet their retirement goals. It’s satisfying when a client or participant comments on their retirement success due to the role my team played in the creation and maintenance of their retirement plan.
Recently, I spoke at an association conference on the topic of retirement plan fees and trends. In 2008, I was named by Institutional Investor News as one of the "20 Rising Stars of Retirement Plan Advisory." I was also part of the team recognized in 2016 as one of three finalists for the National Association of Plan Advisors 401(k) Leadership Award. I belong to the American Society of Pension Professionals and Actuaries. I have a B.B.A. from Eastern Michigan University.
My greatest interest is spending time with my wife and children, attending all of their various athletic events. Beyond that, I enjoy golfing and attending concerts and sporting events.
