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.
My clients appreciate that I’m proactive and always looking for strategies to help keep their hard-earned money in their pocket.
More than 10 years ago, I joined the firm as an intern. I love that this career lets me help people. I’m sure my clients and colleagues appreciate my strong work ethic and can-do attitude.
I’m a member of the AICPA, the Michigan Association of CPAs, and the Greater Lansing Estate Planning Council where I’m currently the Vice President of the board. Additionally, I serve on the advisory council for MSU’s Wharton Center of the Performing Arts. I graduated from Central Michigan University with a B.S. in business administration.