I help clients manage their personal balance sheets and coordinate their financial lives to meet long-term goals. This involves collaborating with clients to create and execute tailored wealth management strategies that encompass investments, retirement, charitable giving, estate planning, insurance, personal income tax, and more.
I value building strong, lasting relationships with my clients and take pride in being their trusted advisor as they navigate their financial journeys through different stages of life.
Before transitioning to wealth management, I gained valuable experience in assurance, where I worked with manufacturing and distribution companies and not-for-profit organizations. This background strengthened my understanding of financial statements, which helps me guide clients in making informed decisions.
I hold a B.A. in accounting from Michigan State University and an M.B.A. from Wayne State University. I’m a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants. I’m a Certified Public Accountant and Certified Financial Planner.
Outside of work, I enjoy spending time with family, being outdoors, and playing or watching sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
