As a member of our high-net-worth and ultra-high-net-worth practice, I specialize in providing holistic wealth management services to individuals and families. Many of my clients are business owners, executives, and retirees who have done a fantastic job accumulating and building their wealth. It’s my goal to help secure their wealth, plan for the future, and provide generational planning. I specialize in coordinating and implementing investment management, income tax, estate tax, as well as retirement and education planning for individuals and families.
I received a B.A. in finance from Michigan State University
In my free time, I enjoy spending time with my wife, our son, Beau, family, and friends. We love to travel and explore places we’ve never been before.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
