I provide highly customized investment consulting and multigenerational wealth planning services to ultra-high-net-worth individuals, families, and family office clients. In addition to my client facing role, I serve on the firm’s internal Alternative Investment Committee, charged with providing alternative investment solutions for the firm’s most sophisticated clients. I have experience in investment manager due diligence (traditional and alternative), post-liquidity event cash management, and working within highly complex estate and trust structures.
My greatest sense of accomplishment comes from seeing the growth and development of the service offerings that PMFA has created for ultra-high-net-worth families, including our highly customized personal CFO services. This is a tailored, holistic, and comprehensive strategy to multi-generational wealth management which leverages experts from across our firm to maximize the after-tax value of our clients’ balance sheets. Developing this resource has allowed us many opportunities to serve our clients’ growing needs and it has opened more paths for professional growth among our staff.
I earned my B.A. in Finance from Michigan State University, where I graduated with distinction as a Financial Markets Institute Scholar.
In my free time, I’m an avid golfer and hockey player. My wife and I enjoy taking long walks in Royal Oak, spending time in Detroit, and traveling to see our extended family across the United States and around the world.