I provide investment consulting services to institutional investors such as endowments, foundations, and other not-for-profit organizations. I also provide holistic wealth management and financial planning advice to high-net-worth individuals and families.
I specialize in developing an investment policy and financial plan that encompasses all aspects of my clients’ financial situation. My industry knowledge and deep technical expertise enable me to provide my clients with tailored, unbiased advice based on their short-and long-term financial goals.
I am grateful for the opportunity to work with organizations and individuals that are driven by a mission to serve people, causes, and their communities. The most rewarding part of my career is developing relationships with clients that so often culturally align with the core values of Plante Moran.
I began my career as an investment strategy analyst on PMFA’s investment research team. I have a B.A. in finance from Michigan State University and hold the Chartered Financial Analyst® designation.
Outside of work, my wife and I enjoy traveling and hanging out with friends and family. In the summer, I try to spend most of my free time on the water or the golf course.