As a Relationship Manager with Plante Moran Financial Advisors, I provide comprehensive wealth management and investment services to high net worth individuals and families.
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 in the areas of financial planning, investment management, retirement planning, multi-generational estate planning, charitable planning, and tax planning.
I joined Plante Moran in 2009 and currently work in our Ann Arbor office. I received my MBA from Wayne State University and my BA in Finance from Michigan State University, graduating with distinction as a Financial Markets Institute Scholar.
I am also a Certified Financial Planner™ Professional and Certified Private Wealth Advisor®.
I am currently a member of the Washtenaw Estate Planning Council.
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.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.