I work alongside high-net-worth individuals and families as their financial architect, helping them construct a comprehensive financial plan that aligns with their specific goals. I aim to provide clients with peace of mind regarding their financial plans, allowing them to focus their time and energy on what they enjoy most. Clients value my steady presence and calm demeanor as we navigate important financial decisions together.
My expertise extends beyond investment consulting. I believe a holistic wealth plan must encompass income taxes, estate planning, and retirement projections to be truly effective.
Within the firm, I actively participate in training the next generation of trusted advisors and collaborate with our Innovation Lab to test cutting-edge technology, ensuring we consistently enhance our client service.
I hold a B.A. in finance from Michigan State University and am a Certified Financial Planner.
In my free time, I stay active by playing sports. Growing up in Michigan, ice hockey was a staple and remains my favorite activity.
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.
