As my clients’ personal CFO, I help them navigate their customized financial plans to move towards their short-term and long-term financial goals. I work with a dedicated team of advisors who provide holistic, unbiased financial guidance related to investments, retirement, multigenerational estate planning, charitable giving, and personal taxes. High-net-worth individuals and families frequently turn to me to provide comprehensive wealth management strategies that are tailored to their unique needs.
I am a member of our investment committee, where I help to provide high-level direction on the structure and implementation of our clients’ investment portfolios. In addition, I oversee the manager due diligence and selection process as chair of our research committee.
I received my M.B.A. from Wayne State University and my B.A. in finance from Michigan State University, graduating with distinction as a Financial Markets Institute Scholar. I’m currently on the executive committee of the Washtenaw Estate Planning Council, and I’m a member of the Certified Financial Planner Board of Standards and the Investments & Wealth Institute.
Outside of work, I enjoy spending time with my wife, Jessica, and caring for our daughters, Lennon and Kirby. We also like to travel, golf, and walk our dog, Archie.
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.
