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Experience

As a member of the firm's wealth transfer team, I educate and advise clients on matters related to their personal estate plans, lifetime giving, business succession needs, life insurance solutions, and philanthropic wishes. Many of my clients have closely held businesses, and they turn to me for help simplifying those complicated dynamics. Planning for the future can be a difficult task for many people, and I consider it a privilege to help with that process.

I love helping people plan a solid foundation for themselves and their families while accomplishing other legacy goals. Any prospective client should know that the team that is assembled to help them is second to none. The advantage of so many disciplines under a single firm model pays dividends that our clients come to expect.

I have a B.S. in advertising and public relations from Ithaca College, and I earned my J.D. from Michigan State University’s College of Law. Recently, I presented topics on transfer tax planning to the Ingham County Bar Association Probate and Trust Section and Gift Tax Compliance at a forum hosted by the Institute of Continuing Legal Education.

I’m an avid runner with my wife, Kristen, and I enjoy most outdoor activities. In between raising my energetic three sons, I enjoy woodworking and watching the MSU Spartans compete in East Lansing.

 

Securities offered through Valmark Securities Inc., Member FINRA, SIPC, 130 Springside Dr, #300, Akron, OH 44333 (330) 576-1234. Plante Moran Insurance Agency and Plante Moran Financial Advisors are separate entities from Valmark Securities.

 

FINRA: http://www.finra.org/

SIPC: http://www.sipc.org/

Specializes In

I’ve learned many lessons as a lifelong distance runner. I get a kick from hearing other people's stories about running — no matter their experience level. Every race, from a 5K to a marathon, reveals some truth about what we're made of.

Additional Thoughts

Estate Tax Reform
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Article November 27, 2017 1 min read
Market perspectives
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PMFA Special Market Commentary: Equities under pressure
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Video December 6, 2018 3 min watch