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.
I’m a Disney fanatic. Starting with my honeymoon and through all our family trips since, I’ve probably been to Disney World more than a dozen times, yet it never gets old.