As the leader of the trust and estate tax compliance practice for the East Lansing office, I work with high-net-worth individuals and trust and estate clients to complete their wealth transfer goals while using the most tax advantageous strategies. I also provide clients with a board range of tax planning and compliance services, including projections to determine future tax liabilities and cash flow needs.
Wealth Management
Experience
Growing up, I traveled to Disney World countless times. As a fanatic, I’m so excited to return as an adult with a family of my own and see the magic through the eyes of my child.