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Experience

I oversee a team that advises more than 300 clients a year on targeted financial planning opportunities for their businesses and their families. I specialize in developing best practices around estate tax reduction, business transitions, insurance consulting, philanthropic planning, family governance, and fiduciary income taxation.
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Specializes In

Shortly before starting at Plante Moran, my sister-in-law and I summited Mera Peak (21,247 feet) in Nepal on an all-women’s mountaineering expedition. Sleeping at the Mount Everest Base Camp II was a life-changing experience.

Additional Thoughts

Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Alicia Cole Wealth Management
Article October 30, 2017 2 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read