As the leader of the firm's retirement plan investment advisory practice for the Western Michigan region, I help individuals and businesses look to the future by taking a holistic approach to their financial wellness. In my role with Plante Moran Financial Advisors, I work with a wide variety of organizations — from manufacturers to healthcare providers — and my typical business client sponsors a retirement plan that has $2 million to $800 million in assets.
My clients appreciate the fact that I pay attention to the financial details. I recognize that sound retirement planning starts with thorough due diligence on investments, and our firm is often praised for its rigorous process. In fact, large, well-known asset management firms have told us that our investment due diligence process is more comprehensive than that of most other firms.
I have a passion for helping people retire successfully, and it shows. I’m a member of the National Association of Plan Advisors, and I’ve been a NAPA finalist for the 401(k) Advisor Leadership Award. I’m often asked to speak to clients and at conferences about industry trends, best practices, and regulatory updates. I also appreciate the chance to cross-promote other services our firm offers — especially cybersecurity and audit, because in today’s world, business is global and investing doesn’t happen in a vacuum.
I have a B.A. in accounting from Michigan State University. When I’m not in the office, I enjoy playing golf, boating, and especially spending time with my family and friends.
