My colleagues know me for using food dye and beakers at internal trainings to illustrate complicated tax topics. Clients appreciate that I talk to them as if I were talking to my own family and, with a little bit of humor, they know I’ll make complicated concepts easier to understand.
My greatest accomplishment at Plante Moran has been building the wealth transfer practice with other leaders around a personal balance sheet model. Whether a balance sheet stimulates a conversation about retirement planning, business transition planning, or the economics of keeping a life insurance policy, we can offer clients a team of trusted and talented professionals.
I’ve given presentations on tax law changes to the Western Michigan Estate Planning Council, the East Lansing Estate Planning Council, and the Greater Lake Shore Estate Planning Council. Recently, I had a lot of fun representing Plante Moran as a member of the Family Office Exchange’s Thought Leader Council. I’m the chair of the Professional Advisory Committee for the Grand Rapids Community Foundation and a past president and current member of the Western Michigan Estate Planning Council. I also belong to the AICPA, and the Michigan Association of CPAs. I received my master’s of science degree in taxation from Grand Valley State University.
I love spending time with my husband of 20 years and our two children. We hope to pass on to them our fondness for water sports, especially sailing. I also enjoy skiing, playing ice hockey, and reading.